Plan Ahead To Prevent The Retired Widow’s Money Crunch
Forbes » Retirement
by Steve Vernon, Contributor, Steve Vernon, Contributor
8m ago
It’s inevitable that one spouse or partner will live alone at some point in their life; plan ahead to make sure the survivor will be OK financially ..read more
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Workers Need Both Retirement Savings (RSAA) And Social Security
Forbes » Retirement
by Teresa Ghilarducci, Senior Contributor, Teresa Ghilarducci, Senior Contributor
1d ago
The Retirement Savings for Americans Act, currently pending in Congress, is also part of the solution ..read more
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Key Investor Lessons From The New Department Of Labor Fiduciary Rule
Forbes » Retirement
by Jamie Hopkins, Contributor, Jamie Hopkins, Contributor
2d ago
The new DOL rule expands the definition of investment advice under ERISA. It is designed to provide additional protections to investor retirement accounts ..read more
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3 Mistakes Beneficiaries Must Avoid When Inheriting An IRA
Forbes » Retirement
by David Rae, Contributor, David Rae, Contributor
2d ago
The new rules apply to IRA beneficiaries who received an inheritance in 2020 or later. Tax planning can help minimize the taxes you owe on your inheritance ..read more
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What Does It Take To Maintain Aging Parents’ Independence?
Forbes » Retirement
by Carolyn Rosenblatt, Contributor, Carolyn Rosenblatt, Contributor
3d ago
Aging takes its toll, and can threaten independence. Help can become an essential tool to allow elders to remain at home. This is a real-life example for one elder ..read more
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Beware The Tax Traps Sprung On Those Who Move In Retirement
Forbes » Retirement
by Bob Carlson, Senior Contributor, Bob Carlson, Senior Contributor
3d ago
High-tax states try to tax residents who moved to lower-tax states ..read more
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AI: A Beacon Of Hope In Elder Care
Forbes » Retirement
by Neil Sahota, Contributor, Neil Sahota, Contributor
3d ago
AI companions are more than just machines. Imagine a world where the elderly, who might spend hours or days without human contact, have a companion that listens, learns ..read more
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U.S. Immigration Trends Create A New Market For Retirement Planning
Forbes » Retirement
by Joseph Coughlin, Senior Contributor, Joseph Coughlin, Senior Contributor
3d ago
There are 46 million foreign-born people in the United States, creating a new, diverse market for financial services, employers, and financial professionals to discover ..read more
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Biden Sets New Nursing Home Staffing Rules
Forbes » Retirement
by Howard Gleckman, Senior Contributor, Howard Gleckman, Senior Contributor
4d ago
Nursing facilities that receive federal funding through Medicare and Medicaid (effectively all of them) will have to employ enough staff to provide at least 3.48 hours ..read more
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Where Should Financial Literacy Be Taught—Home Or School?
Forbes » Retirement
by Tim Maurer, Contributor, Tim Maurer, Contributor
5d ago
The antiquated argument that personal finance should be taught at home simply looks silly in 2024 ..read more
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