David Lerner Associates: Defining Qualified Education Expenses
The term "qualified education expenses" is utilized frequently in education circles, but it can mean numerous things depending upon the context. Find out more using this table.
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.
David Lerner Associates: Social Security and Medicare
Many Americans now choose to continue working after age 65. Some do it for financial reasons and others because they just do not feel ready to retire.
David Lerner Associates: College Savings Plans: 529
Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today.
David Lerner Associates: The 2014 Social Security Trustees Report
The financial projections in this report indicate that even though the trust fund that finances Medicare is hospital insurance coverage will remain solvent until 2030 (four years beyond last year is projection), steps need to be taken to address Medicare is financial challenges.
David Lerner Associates Hosts Save for Retirement Week Seminars
October 19- 25 is National Save for Retirement Week. The purpose of this week is to raise public awareness about the importance of saving for retirement.
David Lerner Associates: Why Certain People Claim Social Security Benefits Early
There are many reasons people decide to claim Social Security retirement benefits at the earliest possible age of 62 according to a recent General Accounting Office report.