Power To Trust: Who Can Establish a Miller Trust?
In this column, John W. Callinan, certified elder law attorney and author of New Jersey Elder Law: A Planning and Resource Guide, helps readers sift through a recent change to Medicaid ...
Avoiding the “Death Tax”
In this column, John W. Callinan, certified elder law attorney and author of New Jersey Elder Law: A Planning and Resource Guide, tells readers how they can avoid hefty “death ...
Video: What Obama’s Budget Proposal Means for Retirement Savings
Obama’s budget proposal contains several items that would impact how some people save for retirement. Among them: changes to the tax implications of Roth conversions and a cap ...
Video: 3 Reasons to Work Past Retirement Age
It’s becoming increasingly common to work, in some capacity, during retirement.
But that doesn’t have to be a bummer. There are benefits to working well into your “retirement”.
Watch ...
Video: Does The “4 Percent Rule” Still Hold Up As A Way To Avoid Outliving Savings?
The 4 percent rule is a general suggestion for how much retirees should withdraw from their retirement account each year to avoid outliving their savings.
The above video offers a ...
Video: Some Retirement Savers Still Feeling Financial “Hangover”, Reducing Savings
In this video, Michael Schweitzer of HSBC discusses the results of the firm’s survey of attitudes and beliefs around retirement saving. The survey found that 40 percent of people ...
Video: Income Inequality and the Retirement Gap
This video discusses how income inequality manifests itself in workers’ retirement plans. From the video description:
Sallie Krawcheck, asset management chair at Elevate, and ...
Decrease Your Tax Bill With the Retirement Saver’s Tax Credit
Low or moderate-income workers in the process of saving for retirement could be in line for a tax credit they didn’t even know about.
The credit is called the Retirement Savings ...
Video: Can You Save Too Much For Retirement?
Here’s a discussion between Michael Finke and David Littell that dives into an interesting question: Can having too much money become a burden during retirement?
Michael Finke is ...
Video: Common Retirement Planning Blunders and How to Overcome Them
In this video, T. Rowe Price financial planner Stuart Ritter talks about common blunders faced by people entering retirement — and how to overcome them.
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