NEWS & INSIGHTS
If you’re like most Americans, a 401(k) or similar retirement plan represents the bulk of your long-term savings. Every year, the IRS places limits on the annual contributions you can complete to these and other...
For many of us, our home is our largest asset. It also represents one of the biggest decisions to be made in retirement. Choosing whether to stay in your home or to move is a common consideration, as you enter...
Entering retirement debt-free is psychologically and financially liberating. Yet for many individuals, enjoying lower expenses during retirement can turn out to be nothing more than a myth, in large part due to your...
The Medicare Annual Enrollment Period starts on October 15 and runs through December 7. That makes now the perfect time for retirees to review and, if warranted, change your policy coverage. Taking the time to examine...
Home equity is one of the largest assets for many Americans. This may be especially true if you’re a retiree living in the DC Metropolitan area; the family home that you bought years ago is likely to be worth many...
Retirement is an exciting time, full of choices to make and plans for the future. If you’re entitled to a pension, you’re fortunate. You also have more financial decisions to navigate. It’s time to decide if you should...
Dramatic changes were recently announced to Social Security benefit provisions. The Bipartisan Budget Act of 2015, signed into law on November 2nd, effectively eliminated the Restricted Application and the...
Since enactment of the Bankruptcy Abuse Prevention and Consumer Protection Act in 2005, individual retirement accounts (IRAs) have been protected under federal law if you declare bankruptcy. Over the years, federal...
Congress created Medicare in 1965. In 2010, Medicare provided health care to more than 48 million Americans. On average, Medicare coverage covers about half of health care costs for enrollees. The Medicare open...
Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. A Roth 401(k) is simply a traditional 401(k) plan that accepts Roth 401(k) contributions. If you're lucky enough to work...
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