The Cassidy-Kaine Proposal Does Virtually Nothing to Solve Social Security’s Financing Problems – Center for Retirement Research
Social Security needs modest revenue increases and benefit cuts – not extreme borrowing. Larry Fink of BlackRock, in the Annual...
How CalSavers Works: What California Workers and Employers Need to Know
CalSavers is California’s state-run retirement savings program for workers whose employers don’t offer a 401(k) or other qualified plan. Workers...
A Major Change May Be in the Works for Your 401(k)’s Oversight – Center for Retirement Research
Ending ‘regulation by litigation’ may erode some protections for workers. Most people likely think their employer’s role in providing a 401(k) stops...
Emotional Intelligence and Money: Are You Making the Right Decisions with Your Investments?
Ravee Mehta made a splash in 2012 when he published The Emotionally Intelligent Investor. The premise went against everything you...
Why You Might Want to Hire Home Health Aides Through an Agency – Despite the Cost – Center for Retirement Research
One of the challenges of obtaining home health care for seniors is its cost, which is often beyond the means...
The Retirement Account Contribution Order: Get More From Every Dollar You Save
Most people who save across multiple accounts get there by figuring things out as they go: a 401(k) here, an...
How Many Workers Could Alter Overtime Work Due to the OBBBA? – Center for Retirement Research
The brief’s key findings are: The new “no tax on overtime” law – in effect through 2028 – could encourage workers to...
Roth Conversions in a Down Market: The Tax Window Many Miss
Watching your balances shrink during a market downturn isn’t easy. But there’s a lesser-known upside: it creates a good opportunity...
Uncertainty Around Social Security, Taxes, and Healthcare Is Bad for Households – and the Economy – Center for Retirement Research
Workers and retirees are anxious when faced with unpredictable policies. Planning for a secure retirement is a major challenge; the...
Podcast 109: Social Security & Medicare: What’s Changing and What It Means for You with Mark Miller
In this episode, host Steve Chen sits down with Mark Miller — journalist, author, and retirement expert behind RetirementRevised.com —...
