The Retirement Plan Blog

On August 6 President Donald Trump signed a series of executive orders that expanded economic relief to taxpayers. One of those orders calls for employee payroll tax deferrals from September 1 th...

https://www.retirementplanblog.com/social-security/a-cautionary-note-on-the-presidents-memorandum-on-payroll-tax-deferrals/

That 2% cut in Social Security taxes (from 6.2% to 4.2%) was supposed to stimulate the economy. But according to Martin Crutsinger’s and David Pitt’s recent article on Blomberg BusinessWeek, ...

https://www.retirementplanblog.com/401k-plans/the-2-social-security-tax-cut-spend-pay-down-debt-or-contribute-to-401k-plan/

The Employee Benefit Research Institute (EBRI), an independent non-partisan research organization, in their annual Retirement Confidence Survey (RCS) has been asking workers how confident they ar...

https://www.retirementplanblog.com/401k-plans/save-your-retirement-what-to-do-if-you-havent-saved-enough-or-if-your-investments-were-devastated-by-the-market-meltdown-book-review/

Most annual retirement plan limits are indexed to inflation; and because of the decline in the Cost of Living Index in 2009, many of the limits remained unchanged for 2010. Following are the key ...

https://www.retirementplanblog.com/401k-plans/2010-retirement-plan-limits-unchanged-but-have-future-implications/

That’s Dr. Eli Peli, pictured on the right. Dr. Peli is Senior Scientist and the Moakley Scholar in Aging Eye Research at Schepens Eye Research Institute, and Professor of Ophthalmology at Harv...

https://www.retirementplanblog.com/social-security/augmented-reality-needed-for-social-security-funding-shortfall/

With a new Administration and a new Congress about to take over, we’re going to start to see the think tanks and not-for-profit organizations issuing research and recommendations regarding ...

https://www.retirementplanblog.com/401k-plans/what-americans-want-from-a-retirement-plan/

A while back I wrote that there’s been a Social Security "early bird special" taken by most married men. Recent experience has been that approximately 50% of those eligible for taking Social S...

https://www.retirementplanblog.com/social-security/taking-social-security-benefits-now-or-later/

Over the last several years, the Social Security Administration (SSA) has been faced with staffing reductions and an increased demand for services challenging its field offices to manage work whi...

https://www.retirementplanblog.com/social-security/getting-ready-for-the-first-wave-of-baby-boomers-reaching-retirement-age-the-social-security-administrations-big-challenge/

The elderly are the fastest growing part of our population. They’re more active and living longer than every before, and as a result they have legal needs and concerns that prior generations ha...

https://www.retirementplanblog.com/social-security/elder-law-new-legal-specialty-addresses-social-security-and-other-concerns-of-aging-population/

Lost in the ocean of billions of dollars from the recent financial scandals and disasters has been the illegal practice of banks garnishing Social Security and disability payments for third party...

https://www.retirementplanblog.com/social-security/now-they-see-it-now-they-dont-the-social-security-beneficiaries-who-had-over-177-7-million-and-still-counting-in-benefits-garnished-by-banks-for-third-party-creditors/