Society of Actuaries Report: Thinking Ahead

A recent release from the Society of Actuaries — Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age, is research aimed at understanding the barriers to and facilitators of advance financial care planning. …

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Supplemental Pension Benefits for Veterans and Their Survivors

The US Department of Veterans Affairs helps veterans and their families cope with financial challenges by providing supplemental income through the Veterans Pension benefit. Veterans Pension is a tax-free monetary benefit payable to low-income wartime Veterans. Improved Disability Pension – …

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Veterans and Survivor Benefits

The Veterans’ Benefits Administration (VBA) provides an integrated program of veterans’ benefits. These include compensation for service-connected disabilities, pensions for war-time veterans with non-service connected disabilities who meet income criteria, benefits for burial, home loans, survivor pension benefits and life …

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Saver’s Tax Credit

Millions of working Americans are missing out on a valuable tax credit – The IRS’ Retirement Savings Contribution Credit or Saver’s Credit.  The 18th Annual Transamerica Retirement Survey found that an alarming 72 percent of women are unaware of the …

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The CARES Act & Your Retirement Plan 

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. The …

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Pay Equity Checklist: What to Do to Avoid the Pay Gap

Most people are familiar with the well-known “gender wage gap,” men out-earning women an average 18 cents on the dollar. Less well known is how pay inequity eventually translates into a “retirement wage gap” that increases the poverty rate for …

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Financial To-Do’s for the Decades

In Your 20s Check out benefits that come with jobs. Consider the benefits—401(k), 403(b), pension, health, and other insurance—and not just salary. You may be surprised at how valuable benefits are when you add them up. Get into the habit …

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