Dec 8, 2016 | Do You Know, Retirement Plans
It’s a question that many have undoubtedly (and uneasily) thought about it, and the answer is not as obvious as you may have thought: If you pass on, does your credit card debt go with you? As Matt Schulz writes in a superb piece for usnews.com, “when figuring out...
Dec 6, 2016 | Boomer Retirement, Retirement Plans, Retirement Reality
“The Consumer Financial Protection Bureau (CFPB) has issued new procedures for examining reverse mortgage servicers and reviewing their compliance with regulations,” writes Jason Oliva in an interesting piece for reversemortgagedaily.com. “The new procedures detail...
Dec 1, 2016 | 401k, Retirement Plans, Tax deductible, Tax Planning and Deductions
WASHINGTON — The Internal Revenue Service announced cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017. The IRS issued technical guidance detailing these items in Notice 2016-62. Highlights of...
