Retirement

Retirement strategies »

Marlene Satter
Lose health care, get a new retirement account?
Article posted by Marlene Y. Satter
The tax-advantaged Roth HSA, which provides savers with a tax-sheltered means of investing funds meant to pay for health care expenses, is the brainchild of Senators Bill Cassidy, R-LA, and Susan Collins, R-ME

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Investments »

Warren Hersch
Moving the retirement outcome needle: 3 studies shed light
Article posted by Warren Hersch
TIAA research highlights the increasingly important role of employer-sponsored retirement plans, but also a continuing disconnect between reality and workers’ expectations about retirement.

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Economy »

Danielle Andrus
Now you need even more money for health care in retirement: EBRI
Article posted by Danielle Andrus
Increased cost projections for how much retirees will need to save to pay for health care in retirement.

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Regulatory »

William Byrnes
Single Premium Deferred Annuities: One size does not fit all
Article posted by William H. Byrnes, Esq.
Choosing the right SPDIA cannot be accomplished by using a one-size-fits-all approach

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