Do You Lose Benefits If You Retire Early?
Claiming Social Security before full retirement age (FRA) has consequences–namely, that you’ll get stuck with a lower monthly benefit for life.
Can Estate Planning Reduce Taxes?
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
Is Your Estate Plan Ready for Tax Changes?
There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.
IRA Inheritance Changes
The IRS is weighing a change that could leave your heirs poorer than you might hope.
What Do Higher Interest Rates Mean for Pensions?
Higher rates mean a lower lump sum. You are discounting [the value] of a stream of future payments.
What Is Latest Scam to Bilk Seniors?
Wine and whiskey scam run out of U.K. defrauded elderly U.S. investors out of millions, officials say.
RMD Formula Changes for First Time in 20 Years
The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).
What are Non-Traditional Options for Long-Term Care Insurance?
There are other types of policies and investments that you can use to get long-term care benefits.
How Does Smart Technology Help Seniors?
Amazon is introducing two new features for its “Alexa Together” elder care subscription service.
What are Benefits of Pre-Planning My Funeral?
Questions around death planning can feel overwhelming: Cremation or burial or natural organic reduction? What will your family want, and what will it cost? Do you really need to think about all this if you’re young and healthy right now—or can you put off these decisions until you’re older or dealing with a life-threatening illness?
