Act now to return unneeded required minimum distributions taken prior to the CARES Act
As COVID-19 resets Americans' retirement plans, surveys highlight the need for financial guidance to maximize benefits
The estimated benefit predicated for a client continuing to work at her current pay scale was calculated by Social Security. But, what about her benefits?
A column this week by former AQR managing director Aaron Brown questioned the benefits of 401(k)s
Bills have been introduced in both the House and Senate that would adjust the formula to avoid a drop in benefits for those who turn 60 this year
The pandemic has left the state facing a projected four-year deficit of $61 billion
Trump demands a payroll tax cut; lawmakers may not open gates to smaller provisions
The presumptive Democratic presidential nominee would raise capital gains taxes
Will a wife lose all of her Social Security benefits due to increased Medicare premiums triggered by her husband’s severance package?
People who aren't prepared for retirement at age 62 aren't more likely than others to keep working, but those who do tend to benefit financially, a recent paper found
Investors are painfully aware their retirement plans need a do-over. Here's the best approach
COVID-related job losses this year could reduce Social Security benefits for millions of people born in 1960
The Viagra college fund is alive and well, but the earnings test could reduce benefits
By claiming her Social Security early, will my client's benefits be permanently reduced?
Those who took required minimum distributions in January are allowed to undo them, and the timeframe for doing so extends through Aug. 31
The agency is delaying lump-sum payouts of back benefits amid the pandemic
Receiving Social Security benefits on someone else’s earnings record.
The guidance allows more people to withdraw funds penalty-free from their retirement savings
An audit shows many retired widows and widowers are due higher survivor benefits
If the CARES Act stimulus checks are any indication, more people will need the money for basic expenses
