Tag: Post-Retirement

The investment firm says it is important to permit them to take partial withdrawals.

And this increases among those who think they are financial novices.

Nearly three-quarters lowball their retirement needs, Fidelity found in a survey.

Only 10% are very confident their will succeed in saving enough for a comfortable retirement.

Until DC plans embrace annuities, participants need more education and a healthier lifestyle.

More than half (55%) of respondents to a T. Rowe Price survey said an additional 30 years of life would...

However, nationally, average spending for households with people between the ages of 65 and 74 declines with age.

However, many have tapped into their retirement savings to help their families out.

A large majority of households that are currently receiving a Social Security benefit already get at least three-quarters of their...

The booklets deliver simple explanations of these programs, recent changes, and cost and benefit amounts for 2017.

In 2013, Medicare covered 62% of the cost of health care services for Medicare beneficiaries ages 65 and older, while...

Retirees who based their retirement decision on eligibility for employer benefits or other employer incentives seemed to be enjoying retirement...

Using a relevant Supreme Court decision, a federal district court judge found there was no genuine issue of material fact...

With health care costs reaching record levels by some projections, HSAs can serve as a crucial piece of a holistic...

An ICI report found that in 1975, when nearly 90% of private-sector pension plan participants were covered by DB plans,...

Some say they are attempting to deflect health care costs in retirement by taking negative steps including spending less on...

A study finds women face higher health care costs in retirement than men, with fewer resources.

However, a survey finds they are managing bills and debt.

The current structure of the rollover process does little to minimize or mitigate several key concerns.

If Millennials and Gen-Xers want a traditional retirement, they need to take action in the short term and plan for...