Actuaries Call on Obama to Address Retirement Security in State of the Union, Beyond
The American Academy of Actuaries is urging President Obama and the U.S. Congress to tackle retirement security issues through public policy over the next two years.
That includes ...
Video: Which States Are The Least Tax-Friendly For Retirees?
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When choosing where to live during retirement, it’s important to consider taxes on retirement income. Which states have taxes that hit retirees ...
Michigan Lawmaker’s Goal For 2015: Repeal Pension Tax
The Michigan legislature’s 2015-16 term has kicked off, and one newly elected lawmaker is planning to dig up an old fight: the state’s pension tax.
Representative Tom Barrett is ...
Dispelling the Myth: For Many, Retirement Doesn’t Mean Lower Taxes
In a recent column, wealth manager Montgomery Taylor (CPA, CFP) has a simple message for soon-to-be retirees: don’t assume your tax burden will fall when you enter retirement.
Taylor ...
Do Pensions Give Retirees a False Sense of Retirement Security?
At one time, pensions were seen as the safest, most secure stream of retirement income. But the security of pension benefits is no longer rock-solid. That raises the question: do pensions ...
Complete These Six Steps to Calculate Your Retirement Budget
The Wall Street Journal asked retirement experts to weigh in on the best New Year’s resolutions for soon-to-be retirees.
Perhaps the most interesting was the idea of calculating ...
Video: What’s The Average Net Worth of America’s Near-Retirees?
This discussion features Dean Baker of the Center for Economic and Policy Research – a self-proclaimed non-partisan (but sometimes left-leaning) think tank.
He talks about the net ...
Senate Hearing Explores Strengthening Social Security For Women
The Senate Finance Committee held a hearing on Tuesday titled “Social Security: Is a Key Foundation of Economic Security Working for Women?”
The hearing explored how Social ...
Know What Benefit Reductions to Expect When You Claim a Public Pension and Social Security
Upon retirement, some workers will be set to receive Social Security while simultaneously drawing a public pension.
But this arrangement can lead to reduced Social Security benefits ...
