Interactive software helps advisers initiate planning discussions with clients
The economic slowdown resulting from COVID-19 will cut into the program’s revenue and boost its expenses
The aging of baby boomers increases the urgency around LTC planning
Survey shows majority of advisory clients still plan to retire on time
The latest estimate is unchanged from last year's, but it does not reflect the impact of the COVID-19 pandemic on the trust funds
A special rule allows benefits for those who have exceeded the annual earnings limit in their first year of retirement
Take this opportunity to refocus the conversation from market declines to long-term goals
Survey shows 93% of advisers say clients have contacted them with concerns about their retirement plans
Concerns about shrinking portfolios, lost jobs may accelerate claims
One-time rebate checks, relaxed rules on required minimum distributions and changes in tax filing deadlines are all pluses
