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Without legislative action, Social Security and Medicare trust funds are heading toward depletion within the next decade, triggering automatic benefit cuts that could severely impact retirees and the disabled.
11h ago -
The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.
February 10 -
A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.
January 22 -
From cryptocurrency to Medicare, 2025 is likely to be a year of change. Here's what nine experts are forecasting.
December 17 -
In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.
December 13 -
Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?
December 11 -
Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help.
November 27 -
In 2025, premiums for Medicare Part B will grow twice as fast as Social Security benefits — and those premiums are deducted straight from the checks.
November 13 -
As the former president reenters the White House, significant changes to Medicare could be on the horizon. Here's what to expect.
November 11 -
Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.
November 7