Updated Friday, August 22, 2014 as of 9:38 PM ET
10 Tips for Advising Clients About Medicare
When and how your clients elect Medicare coverage can have a big effect on their overall budget.
More in Retirement Planning
The pitches are persuasive. Workers who leave jobs with the federal government transferred $10 billion last year out of the Thrift Savings Plan. more »
Many U.S. households are not adequately prepared for retirement, according to a new report from the Federal Reserve that found 31% of non-retired respondents indicating they have no retirement savings or pension, including 19% of those ages 55 to 64. more »
Without outside help, many planners are falling short on their own financial goals. A few advisors have a solution. more »
Without a quantum shift in savings habits, millennials are facing big trouble when they start approaching retirement. more »
A new study finds substantial savings and comfortable retirements when defined contribution plans are combined with Social Security income and lifestyle changes. more »
With so many distractions in their lives, clients face an uphill battle to focus their attention on retirement planning. Here's how advisors can help. more »
Can Social Security benefits be seized by collectors; Key numbers to know for a successful retirement; Costly mistakes to avoid more »
6 ways low savers can catch up; Pitfalls of longevity annuities; 50 important stats about long-term care more »
Using multiple accounts for a Roth IRA conversion gives clients a chance to separate winners and losers after the fact. more »
The U.S. Supreme Court has limited bankruptcy protection for inherited IRAs. Here's how you can continue to take care of clients' hard-earned legacies. more »
When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg more »
The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements. more »
Many independent advisors say they consider themselves fiduciaries, even if they aren’t legally obligated to adhere to that standard of care. So why are so many opposed to the DoL's expected proposal? more »
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