Future Retirees

What Will The Dems Do To Your Retirement?

With the new make-up of Congress post midterms, the author of today’s article advises that “future retirees should be paying close attention to retirement legislation these next few years.” She proceeds to outline what to expect in regards to pensions, Social Security and Medicare, the Obama-era fiduciary rule and retirement plans with a split Congress and Trump White House. For… 

Avoid Costly Tax Surprises In Retirement With These Strategies

Here’s some sobering news for those nearing retirement: In a new survey of recent retirees, almost half indicated that they wished they had prepared better for taxes in retirement and 1 in 4 reported “having paid thousands of dollars more in taxes in retirement than they had expected.” So what can future retirees do now in order to avoid finding… 

“Money On The Table”: Why Retirees Aren’t Touching Their Retirement Savings – Even After Two Decades

The common belief about retirement assets is that they are systematically drawn down by retirees over the course of their retirement. However, it turns out that this may not actually be the case. Today’s article highlights a surprising research finding: most current retirees, across all wealth levels, have been holding onto the bulk of their retirement savings, even 20 years… 

This Little-Noticed Tax-Reform Provision Could Have Big Implications For Future Retirees

The Trump tax reform plan has gotten a lot of attention (both positive and negative) of late. One aspect of the plan that has not gotten much notice, however, is a provision that the author of today’s article notes “would mark a landmark shift in the way that the government handles a key issue” – and this shift could ultimately…