- Statistics show that someone age 65 and in good health can be expected to live for almost 20 more...
- Social Security statements include the phrase, “Total family benefits cannot be more than…” This...
- Based on current IRS life expectancy tables, the 2013 RMD from most retirement plans is based on...
- A person cannot have > $2,000 in assets in their name and still qualify for Medicaid and...
- In the 1990s, a financial advisor analyzed stock and bond returns for every rolling 30-year period...
- Depending on age and policy features, a long-term care policy costs $4,000 to $6,000 a year....
- Since 2002, public pension plans have been increasing their exposure to alternative and “other”...
- A number of states offer tax breaks to seniors. For example, 27 states exempt Social Security from...
- [1] Suppose your married client is aged 66 and his wife is 62; his income is much higher than hers...
- According to a study by Pool, Sialm, and Stefanescu, trustees of 401(k) plans often show favoritism...
- 50% of U.S. workers age 45+ do not know what they need to retire 20% of employees plan on retiring...