Entries by f2819644

Pulling Retirement Cash, but Not by Choice – Wall Street Journal – 01/16/17

    The Wall Street Journal Wealth Management – January 16, 2017 Pulling Retirement Cash, but Not by Choice Baby boomers’ mandatory withdrawals from 401(k)s, IRAs and other tax-deferred retirement accounts start in full force this year, touching off a massive shift of cash By Vipal Monga and Sarah Krousea The largest generation in U.S. history has […]

How Many Years an Average 65-Year-Old Can Expect to Live – Wall Street Journal – 01/16/17

How Many Years an Average 65-Year-Old Can Expect to Live On average, men and women who turned 65 in 2015 can expect to live a further 19 and 21.5 years respectively, according to the U.S. Social Security Administration’s most recent life-expectancy estimates; those post-65 expectancies are up from 15.4 and 19 years for those who […]

Long Term Care Insurance Tax Benefits 2017 – Long Term Care University – 01/15/17

    Long Term Care University – Question of the Month – 01/15/17 Research By Aaron Skloff, AIF, CFA, MBA Q: Can long term care insurance be offered as a company benefit to all or a limited number of our employees?  If so, are there any tax advantages for employers or employees? Are there still […]

Learn How to Plan Now for Long-Term Care During Your Retirement Years – Today – 01/10/17

  Learn How to Plan Now for Long-Term Care During Your Retirement Years A 65-year-old couple will need an estimated $260,000 to pay for unreimbursed medical expenses through their retirement years, and that doesn’t include long-term care, which seven in 10 people are likely to need in their lifetime. TODAY financial editor Jean Chatzky has […]