David Lerner Associates: Women is Health Care in Retirement
At any age health care is a priority. But when a person retires focus on health care is more important than ever before. This is especially true for women.
Saving for retirement: How late is too late?
Ideally you should begin saving for retirement in your 20s. The more time you have to save the better your chances of having the kind of retirement lifestyle you desire.
David Lerner Associates: Just How Much Yearly Revenue Can Your Retirement Portfolio Provide?
Prolonging your savings may call for attention to tax issues. For example, how will higher withdrawal rates affect your tax bracket? And does your withdrawal rate take into account whether you will owe taxes on that money?
David Lerner Associates: Distribution Funds – Putting Revenue on Autopilot
As baby boomers retire, they begin to focus less on accumulating assets and more on how those assets may be converted into an ongoing stream of income. Distribution funds are one way to simplify that method.
David Lerner Associates: Fraud Tips for Older Americans
David Lerner Associates: Fraud Hits Older Americans Hard. Now that the majority of seniors are active online, scammers are targeting them. Here are some tips to avoid falling victim to their scams.
David Lerner Associates: How to Resolve Retirement Income Shortfalls
Without prudent planning and a commitment to saving now to make that happen, millions of older Americans find themselves with an income shortfall.
David Lerner Associates: Retirement Planning Numbers for 2015
Every year the IRS adjusts retirement plans and IRA limits for inflation. Many of the limits eligible for a cost-of-living adjustment (COLA) have gone up for 2015. Some of the key numbers for 2015 are shown here.
David Lerner Associates: Managing Money and Marriage
Planning carefully and communicating clearly with your spouse are important, because the financial decisions that you make now can have a lasting impact on your future.
David Lerner Associates: Rollovers
Use this rollover guide to help you decide where you can move your retirement dollars.
David Lerner Associates: 2015 Social Security and Medicare Figures
The Social Security Administration has announced the new figures that beneficiaries will receive for 2015.