From AARP.com Temperature checks, mask requirements and more Many amusement and theme parks in the United States that closed suddenly in March due to the pandemic have now opened — including biggies […]
Disney and Other Amusement Parks Have New Rules in the Coronavirus Era Read More »
Retirees who took RMDs in 2020 have until August 31, 2020, to roll the money back into a qualified account. This rollover will not affect the one-rollover-per-year rule. The Coronavirus
IRS Clarifies COVID-19 Relief Measures for Retirement Savers Read More »
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package represents a bipartisan effort to assist both
CARES Act: Retirement Plan Relief Provisions Read More »
The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in
New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act) Read More »
Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) surveys 1,000 workers and 1,000 retirees to assess how confident they are in their ability to afford
Five Retirement Lessons from Today’s Retirees Read More »
If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you
10 Years and Counting: Points to Consider as You Approach Retirement Read More »
When saving for retirement, you’re probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type of tax-preferred
Hidden Gem: HSAs in Retirement Read More »
Long-term care is not just provided in nursing homes–in fact, the most common type of long-term care is home-based care. Understandably, many people put off planning for long-term care. But
Five Questions about Long-Term Care Read More »
The Markets (as of market close July 20, 2018) Last week stocks held their own for the most part, with the Dow and S&P 500 posting marginal gains. The tech-heavy
MARKET WEEK: JULY 23, 2018 Read More »
Forget stocks, bonds, ETFs and non-traded real estate investment trusts. The new flavor of the month these days for those hawking retirement products is something called a fixed index annuity
Retirement: Pros and cons of fixed-index annuities Read More »