Better plan on Social Security shortfall, advisors say
“We don't even include Social Security in our clients’ retirement income plans until they are ‘actually’ taking it.”
Looming deadline for mandatory retirement withdrawals
If you turned 72 last year, though, it's time to start taking some of that nest egg out — by April 1
Retirees face hassle with Medicare Advantage, study finds
In 2022, virtually all Medicare Advantage enrollees (99%) were enrolled in a plan that required prior authorization for some services.
Author and Retirement Expert Mark Miller: “Make Social Security bigger”
There are things that can be done relatively late in the game.
Efforts to make it easier to stay invested in 401 (k) when switching jobs
One in 3 workers cash out their retirement accounts when leaving jobs
Retirees can safely withdraw more from retirement accounts in 2023 and not run out of money
“From the youngest to the oldest American workers — GenZ to Baby Boomers — one of their greatest fears about retirement is ‘outliving my savings and investments,’” Catherine Collinson, CEO…
The Second Act Show with Mike Drak
After 36 years as a commercial banker in Toronto, Mike retired 8 years ago to what he describes as "retirement shock."
Higher 401(k) contribution limits not helping many workers
This dearth of retirement savings has lasting repercussions for future retirees.
Check out my special talk with Laurence Kotlikoff on Economics Matters
Enjoy this lively discussion on…. Economics Matters by Laurence Kotlikoff Kerry Hannon is Yahoo Finance’s top personal finance expert, senior columnist, and on-air expert. Kerry is also our nation’s leading…
Don’t ignore Medicare open enrollment
7 out of 10 of the 65 million Medicare beneficiaries probably won’t bother with running a check-up on their coverage, according to Kaiser Family Foundation (KFF) data.