Showing posts with label retirement planning. Show all posts
Showing posts with label retirement planning. Show all posts
Friday, May 16, 2025

The Hidden Cost of Supporting Adult Children: Implications for Seniors Aging in Place

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A recent report from Savings.com reveals a startling trend: 50% of American parents with adult children are providing regular financial su...
Wednesday, October 5, 2022

Ohio Department of Medicaid Changes Treatment of Retirement Plans- Eases Burden of Planning

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The Ohio Department of Medicaid (ODM) has finally adopted a change that means retirement accounts will no longer be counted  as resources fo...
Wednesday, March 24, 2021

Importance of Senior Tax Deduction Returns in 2021

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A tax break for seniors that all but disappeared last year has resurface this year. This tax break benefits retirees in their 70s and up. Th...
Tuesday, December 11, 2018

Retiring to a Foreign Country - Americans Lose $100 Million on Tropical Real Estate Says FTC

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Click here to see the facebook post , with a link to the article. Click here to proceed directly to the Wall Street Journal article. 
Thursday, August 30, 2018

Reforming Social Security with Child Caregiver Credits

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The Center for Retirement Research at Boston College has released an issue brief entitled, " Modernizing Social Security: Caregiver ...
Saturday, October 28, 2017

Skipping the 401(k) RMD Without Penalty For Those Continuing to Work After Age 70

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More than ever, workers are continuing to work into their 70s and beyond.  The general rules governing retirement accounts require nearly ...
Tuesday, November 3, 2015

Social Security Claiming Rules Changed to Eliminate Beneficial Strategies

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President Obama has signed the Bipartisan Budget Act of 2015 which includes  important changes to the Social Security retirement system. ...
Thursday, August 13, 2015

2016 Medicare Pemiums to Increase- Social Security Benefits Stay Flat

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According to Mark Miller , writing for RetirerementRevised , "retirees are facing a double-whammy next year: no inflation adjustmen...
Wednesday, March 25, 2015

White House Proposes New Rules to Protect Investors Saving for Retirement

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You might think that the top priority of the broker or financial adviser managing your retirement funds is to maximize your returns, but t...
Tuesday, October 7, 2014

Elderly Couple May Be Responsible for Adult Son's Unpaid Medical Bills

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An elderly Pennsylvania husband and wife are being asked to pay their deceased adult son's medical bills under a law making family membe...
Thursday, March 6, 2014

MyRA?

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President Obama announced  a new retirement savings program for people who do not currently have an employer-sponsored plan during  his 2014...
Monday, November 26, 2012

Most Men Unaware that Early Retirement Adversely Impacts Their Spouse's Social Security Benefits

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According to a recent study released by the Center for Retirement Research at Boston College (http://crr.bc.edu), most men begin drawing o...
Monday, March 29, 2010

Annuity Tax Remains in Health Care Reform

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By Steven A. Morelli, Senior Editor, InsuranceNewsNet Despite protests from insurance groups, the health care reconciliation act will add...
Wednesday, March 24, 2010

Ohio Increases Annuity Guaranty Coverage

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Ohio Department of Insurance Director Mary Jo Hudson has announced that a recent amendment to Ohio insurance law by the Ohio General Assembl...
Wednesday, March 10, 2010

Value of Annuities Behind Fed Efforts to Boost Retirement Savings

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In January, the Obama administration announced an initiative to promote the availability of annuities in qualified retirement, 401(k), and s...