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“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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Search the News Archive
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180 Matching News Items |
| 1. |
Kiplinger
May 7, 2013
"There's no longer any debate over whether working Americans are accumulating enough savings and employer contributions, supplemented by Social Security, to live comfortably in retirement. Indisputably, they are not, and the matter is getting critical.... Fortunately, scrapping the present system isn't necessary. Reform would be enough -- as long as it's a bold overhaul, not just tinkering around the edges."
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| 2. |
The Kiplinger Washington Editors
June 1, 2007
Excerpt: If you count yourself among these late bloomers, don't panic. You can still afford to retire. It will mean ramping up your savings and might mean delaying retirement. But here's the good news: With increasing life expectancies, you still have plenty of time to get it right.
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| 3. |
Kiplinger
May 12, 2021
"The Kiplinger Letter is forecasting that the annual cost-of-living adjustment for Social Security benefits for 2022 will be 4.5%, the biggest jump since 2008, when benefits rose 5.8%.... [T]he Senior Citizens League, an advocacy group, projects that the annual cost-of-living adjustment for 2022 will be 4.7%[.]"
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| 4. |
Kiplinger
Aug. 24, 2020
"Summer rebounds in [gasoline, travel, and car insurance], as well as increases for in-demand items like used cars, meat and haircuts, have put the consumer price index back on a more normal trajectory ... The Kiplinger Letter is now forecasting a 1.2% increase in the 2021 COLA, which should be welcome news to retirees and others who receive Social Security benefits."
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| 5. |
Kiplinger
Nov. 12, 2025
"A major reason not to set your retirement plan on autopilot: sequence of returns risk. A flexible strategy with cash reserves and smart withdrawal moves can help ensure that a bad market doesn't sink your golden years."
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| 6. |
Kiplinger
Nov. 6, 2025
"[B]eginning January 1, 2026, if you participate in a governmental 457(b) plan, are age 50 and older and earned more than $145,000 (indexed annually) in the prior calendar year, you must make age-50 catch-up contributions on a Roth basis.... For governmental plans, especially those with multiple participating employers or those that may not have offered Roth contributions before, the Roth catch-up requirement introduces new complexity."
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| 7. |
Kiplinger
Nov. 4, 2025
"Reasons to roll over ... [1] Your plan has high-cost investments.... [2] You have a trail of 401(k) accounts.... [3] You need more bond funds.... [4] You want flexibility for withdrawals.... Stick with the 401(k)? ... [1] You plan to retire early…or late.... [2] You want to invest in a Roth IRA, but you earn too much to contribute.... [3] You worry about the loss of Net Unrealized Appreciation (NUA).... [4] You're worried about lawsuits."
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| 8. |
Kiplinger
Oct. 24, 2025
"Although the 2.8% COLA is only 0.3% more than the 2.5% increase in 2025, it isn't far from the historical average. The COLA has averaged about 2.6% over the past 20 years. It went as low as 0.0% in 2016 amid declining prices, and as high as 8.7% in 2023 when inflation spiked after COVID disruptions."
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| 9. |
Kiplinger
Oct. 21, 2025
"[1] HSAs are not use-it-or-lose it ... [2] HSAs can provide more tax breaks than 401(k)s ... [3] You can invest the HSA money in mutual funds ... [4] You can open an HSA even if it isn't offered by your employer ... [5] HSA money can be used for even more expenses after retirement ... [6] You can use the HSA money for family members' medical expenses ... [7] You have an unlimited amount of time after you pay for medical expenses to reimburse yourself."
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| 10. |
Kiplinger
Oct. 12, 2025
"Just 30% say they expect their plans to offer these alternatives in the next five years.... In too many cases, people with workplace 401(k) accounts act as their own advisers. They're given a list of funds to choose from ... [In] too many instances, savers aren't optimizing their portfolios over time and don't realize they could have accumulated much more money than they have."
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