Latest News

New bill links 401(k) matches to student loan payments

New bill links 401(k) matches to student loan payments

Measure would allow companies to make contributions to retirement plans for employees paying down college debt.

Hints about Social Security COLA and Medicare premiums in 2020

Hints about Social Security COLA and Medicare premiums in 2020

Medicare premium hikes could wipe out the cost of living adjustment for some retirees — again!

Widows, widowers and Social Security

Widows, widowers and Social Security

Surviving spouses have more claiming options than other types of Social Security beneficiaries, but timing is crucial.

Grown children may be hazardous to your wealth

Grown children may be hazardous to your wealth

Boomers continue to subsidize adult offspring at the expense of their own retirement.

The cost of putting off enrolling in a Medicare drug plan

The cost of putting off enrolling in a Medicare drug plan

Healthy seniors who sign up late face possible sticker shock.

Baseball, taxes and retirement destinations

Baseball, taxes and retirement destinations

New tax rules could affect retirees' decisions on where to relocate.

New annuity addresses RMDs

New annuity addresses RMDs

Allianz's indexed annuity could be a forerunner of insurers' efforts to keep assets in-house as baby boomers are forced to withdraw retirement savings.

Retroactive lump sum or bigger monthly Social Security benefit?

Retroactive lump sum or bigger monthly Social Security benefit?

Some retirees who delay claiming Social Security after their full retirement age can receive up to six months of back benefits.

When people work past 70, RMDs are still required — and begrudged

When people work past 70, RMDs are still required — and begrudged

Some groups claim current rules requiring those 70 ½ to start withdrawing funds from retirement accounts are outdated.

Future retirees ponder Social Security strategies

Future retirees ponder Social Security strategies

Their decisions about whether to delay claiming benefits will be based, in part, on the interest rates prevailing at the time.

Rules for claiming Social Security at 70

Rules for claiming Social Security at 70

For some individuals, benefits will begin automatically; others have to take action.

Don’t wait too long to claim Social Security

Don’t wait too long to claim Social Security

Delayed retirement credits end at 70, so there's no reason to defer claiming beyond that age.

My Medicare year

My Medicare year

The year before you turn 65 is a good time to review your Medicare options.

Social Security and gray divorce

Social Security and gray divorce

A couple's claiming strategy backfires after their marriage fails

Calculating Social Security survivor amounts

Calculating Social Security survivor amounts

What happens to the survivor if a worker dies before claiming benefits?