That adjustment for next year would be small, but higher than previously expected
Unfortunately, clients can’t switch to a spousal benefit and allow their own retirement benefit to continue to grow until 70 for a few reasons.
The Democratic presidential candidate's proposals would have little effect on the taxes paid by those earning less than $400,000 a year
How half a year of quarantine has affected the financial services industry
Stress, employment concerns and market jitters have clients asking whether they are in good shape to stop working
Working from home during COVID-19 might not qualify for a tax break
The six-part online series is co-sponsored by the American Heart Association and qualifies for six continuing education credits
Taxing more earnings would improve the finances of the Social Security trust fund; it might also boost benefits
Here are the rules on IRA rollovers that apply now that the Aug. 31 deadline for using the IRS relief has passed
Focusing on benefit size rather than claiming age can improve outcomes
Public employees in about a dozen states, as well as federal employees under the old Civil Service Retirement System, do not participate in Social Security and are not subject to payroll taxes.
Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs
The accounts are frequently being used to cover pandemic-related expenses, and employers are increasingly playing up their benefits to workers
Financial advisers are ideally situated to help clients talk through the unforeseen challenges a global pandemic brings
Squeezing Social Security’s funding source could accelerate the depletion of the trust fund
Despite the relief provided by the CARES Act, people are more worried about retirement than ever, and their concept of it is changing, panelists said
Pandemic complicates Social Security claiming strategies in 2020, Mary Beth Franklin says
In a volatile market, clients can give assets that are undervalued as a result of market instability, but are expected to appreciate in value
Trump has suggested getting rid of the taxes several times recently, a move that threatens the solvency of Social Security and Medicare
A long, successful retirement includes purpose, family, health, and of course, money, according to panelists at the InvestmentNews Retirement Income Summit
