Apr 29, 2016 | Do You Know, Money and Aging
“As boomers enter retirement, their health, life expectancy and lifestyle are taking center stage for their planning teams. Simultaneously, cognitive decline is becoming one of the most pressing challenges faced by families,” write Renee Kwok and Daniel Kern in a...
Apr 26, 2016 | Money and Aging, Retirement Reality
It’s been a while since we ran a piece on RMDs, so here are excerpts from an unusually informative one from thinkadvisor.com headlined Advanced Retirement Planning: Avoiding the Post 70 ½ RMDs. “Planning to begin retirement account required minimum distributions...
Apr 22, 2016 | Tax Planning and Deductions
So when exactly might you get that tax refund you’re expecting? To that question, the IRS issued a reminder that taxpayers who have not yet received their refunds can use “Where’s My Refund?” on IRS.gov or on the smartphone application IRS2Go to find out about the...
Apr 19, 2016 | Do You Know, IRA, Money and Aging, Planning for Longevity, Retirement Plans, Retirement Reality
Breaking up, as the Neil Sedaka golden oldie from 1962 (yes, it was that long ago) has it, is hard to do. But so is catching up, especially when it comes to retirement savings. But there are ways to do it, as Abby Hayes writes in a superb usnews.com piece, “but you...
Apr 14, 2016 | Do You Know, IRA, Retirement Plans
The problem is even worse than you might have imagined. As Ashlee Kieler writes in an important piece that we read on consumerist.com, “despite regulators’ attempts to take [fraudsters who prey on the elderly] out of commission, one in five older Americans report...
