Browsing: Retirement

The IRS has issued interim guidance for a new opportunity for taxpayers created under SECURE 2.0 that allows employers to make matching contributions to retirement plans…

It is not a rare thing that as wealthy aging parents decline, some relatives seem to come out of the woodwork. They may not have spoken…

Imagine this: You’re retired, lounging in your favorite chair, feet up, sipping something chilled as the sun sets. Your home is clean, everything is organized, the…

Elder fraud is exploding, while crypto and speedy money transfers are making it tougher to recover stolen funds. Here are tips for staying safe. By Kelly…

Retirees with more guaranteed lifetime income spend more in retirement and do so without worrying about running out of money. The additional spending is meaningful, according…

The Inflation Reduction Act has generated many initiatives to cut drug costs for Medicare beneficiaries. So, it’s possible that those past the age of 65 and…

Young adults in the U.S. have been skeptical about Social Security at least since the days when I was one of them. Today’s younger generations are…

When discussing Social Security filing strategies with clients, I often run across the confusion between a spousal benefit and a survivor benefit. There is a difference…

Protecting retirement assets through analysis of various topics, such as time horizon, income needs, risk tolerance, and more, is often best discussed with a wealth advisor…

We are tempted to both give and receive bad advice when we wish something were true. I wish, for example, that college and career advice could…