Updated Monday, May 25, 2015 as of 9:40 PM ET
When Downsizing Is the Best Move for Retirees: Retirement Scan
Retirees who consider downsizing need to know that such a move doesn't always end up with savings; Plus, three steps to a safer retirement stash.
More in Retirement Scan
Agents tout that these products offer 8% guaranteed returns, but this 8% is not a yield but an income rider; Plus, how the Supreme Court just improved your clients' retirement. more »
Clients are advised to avoid using a break-even analysis when deciding on when to start collecting their Social Security retirement benefits; Plus, why you shouldn't rollover a late spouse's IRA into your own. more »
Forty-four percent of workers receiving over $75,000 yearly fail to save for retirement because of their spending on lifestyle purchases; Plus, tips on drawing down retirement funds. more »
Gen Xers are more pessimistic than baby boomers about their retirement prospects; Plus, the surprising new company benefit that's helping Americans retire. more »
To help clients envision their long-term needs, show them how much more they can receive from the government if they wait longer to file for benefits; Plus, reverse mortgage can help in the right situations. more »
Clients who are considering taking student loans should compare the interest rates with their investment returns before making a decision; Plus, how Americans are missing out on $24 billion a year. more »
Clients who intend to stay in their homes after they retire should consider changes like open floor plans and wider doors to accommodate wheelchairs and walkers; Plus, small businesses now have no excuse for lousy retirement plans. more »
For pre-retirees who have not saved quite enough it's especially important to establish a plan to pay off credit card debt; Plus, proposals to improve workers' access to retirement plans first need a unified contribution limit. more »
The Department of Housing and Urban Development has revamped the rules on reverse mortgages to allow the servicer to foreclose the home mortgage if the account holder dies and the home is left to a non-borrowing spouse; Plus, five ways to talk to parents about their retirement income. more »
More pre-retirees intend to spend all their savings and leave nothing to their children than those who save as much as they can to pass on to the next generation; Plus, retirement saving rules that just don't add up. more »
Clients who want to roll over their spouses' IRA into their names can only do so if their spouses die and if they are properly named as beneficiaries; Plus, how to avoid running out of money in retirement. more »
Investors may consider leaving their 401(k) retirement plans if their employer doesn't match the contribution they make; Plus, five money-making ideas to boost clients' retirement funds. more »
Hint: It isn't claiming at 62; Plus, four things to consider before retiring abroad. more »
Advisors on the Move: Wells Fargo Nabs $650M Team
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