News & Articles
Social Security: What Retirement Savers Need to Know
In the big picture of funding retirement, most Americans (55 percent of adults ages 50 and older, according to the Nationwide Retirement Institute) expect social security to be a significant source of their income. Yet, [...]
Linked-Benefit Long-Term Care Policies: A Smart Alternative to Self-Insuring for Long-Term Care Expenses
If you have considered long-term care insurance (LTCI) but are reluctant to purchase a product you feel you may not need, consider linked-benefit long-term care products.
IRS Benefit Plan Limits for 2021
On October 26, 2020, the Internal Revenue Service released Notice 2020-79, announcing cost-of-living adjustments that affect contribution limits for retirement plans and retirement accounts in 2021.
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