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Social Security cost-of-living adjustments projected to increase slightly in 2015
Social Security benefits are likely to increase by 1.7% in 2015, slightly more than this year’s 1.5% increase but still well below average increases over the past few decades, according to an unofficial projection by the Senior Citizens League. The Social Security Administration will issue an
Why financial advisers still hate reverse mortgages
A reverse mortgage is a little like a car airbag. It's nice to know it's there. But if it ever has to be used, the driver's already in trouble.New regulations are supposed to improve the unsavory reputation of reverse mortgages, which are loans against a home that don't need to be repaid until the
Dispatch from the retirement front
InvestmentNews contributing editor gives an update on how life has changed since her husband retired.
Strategies arise to take advantage of new IRS after-tax rollover
Though after-tax dollars in a 401(k) can now be rolled into a Roth IRA, few employers accept such contributions.
Do you speak Social Security?
Many advisers are conversant, but not fluent, in claiming strategies and rules.
Social Security resumes mailing statements
The Social Security Administration announced Tuesday that it will resume mailing estimated benefit statements to most workers every five years, while encouraging all workers to create personalized Social Security accounts online that will allow them to access their benefit information at any
Student loans imperil parents' retirement
Borrowing or cosigning for a child could mean debts too hard to get out from under
Advice industry adapts to changing concept of retirement
Sharp increases in longevity are changing the very concept of retirement, and the financial advice industry must adapt. “For decades, the financial services industry has positioned retirement as the ultimate goal, the endgame,” Jan Blakeley Holman, director of adviser education for Thornburg
Why health care is the ultimate retirement wild card
New study focuses on the need to integrate health care and retirement planning.
Social Security tool steps out with new version
Popular software program's improvements include the ability to compare up to four claiming strategies side-by-side.
How a gloomy health prognosis affects Social Security claiming strategy
For one couple, shortened life expectancy is a strong reason to collect benefits early.
Inflation, markets affect Social Security claiming decision
Deciding when and how to claim Social Security benefits is not just a simple matter of collecting smaller checks earlier or bigger checks later. Current and future economic conditions can have a big impact on the net present value of benefits over a retiree's lifetime.A new white paper on
Social Security offset rules can cut or eliminate benefits
Public employees, including some schoolteachers, may not be aware of reductions.
Everyone's talking about postponing Social Security benefits
Do you ever wonder why so many people are talking about the value of delaying Social Security benefits?
For (almost) every rule there are exceptions
There are more than 2,700 "rules" around claiming Social Security benefits and most of them can be broken