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Retirement

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IRS stipulation could have consequences for seniors in a declining stock market

June 16, 2025 by bp56691
Required minimum distributions are taxed as income and “can be painful when retirees have to sell assets in a falling market.”
Categories HWmember, Internal Revenue Service, New York Times, Retirement, Reverse, Social Security, Stock Market, Tax

Fairway, Longbridge lead reverse mortgage presence at The Gathering

June 11, 2025 by bp56691
Two reverse mortgage industry leaders break down some of the challenges and opportunities of serving senior homeowners.
Categories Fairway Independent Mortgage, HECM, HWmember, Longbridge Financial, Retirement, Reverse, The Gathering, The Gathering 2025

How can senior living challenge aging in place preferences?

June 5, 2025 by bp56691
One retired senior care executive described the challenges of competing with aging in place during a recent virtual forum.
Categories Aging in Place, HWmember, Retirement, Reverse

The best state to age in place is not where you think

June 3, 2025 by bp56691
If you think the best state for aging in place is a popular retirement destination, a new report encourages you to think again.
Categories Aging in Place, Florida, HWmember, Idaho, New Jersey, North Dakota, Retirement, Reverse, Texas, Utah

How important is public transit for aging in place?

June 2, 2025 by bp56691
The government of Canada found that public transit supports aging in place by reducing costs and strengthening social connections.
Categories Aging in Place, Canada, HWmember, Retirement, Reverse

As consumer sentiment remains low, is the ‘silver tsunami’ keeping the economy humming?

May 27, 2025 by bp56691
Despite signs of souring economic sentiment, the economy keeps moving along. One columnist credits seniors for this resiliency.
Categories Bloomberg, Consumer confidence, Global Economy, HWmember, Retirement, Reverse, Social Security

Social Security sees ‘dramatic’ spike of 276,000 applications

May 16, 2025 by bp56691
The increase in applicants was partially attributed to economic anxiety from volatile markets and uncertainty about the program’s longevity.
Categories HWmember, New York Times, Retirement, Reverse, Social Security, Social Security Administration, Urban Institute

Americans are living longer — but they aren’t prepared for retirement impacts

May 14, 2025 by bp56691
Outliving retirement savings could put financial security at risk as American life expectancy grows, the research suggests.
Categories American College of Financial Services, HWmember, Nationwide Retirement Institute, Retirement, Reverse

Property insurers must prepare for aging population: report

May 7, 2025 by bp56691
As the global population ages more rapidly, property insurers must assess their offerings to meet the moment, according to a new report.
Categories Aging in Place, baby boomer, Homeowners insurance, HWmember, Retirement, Reverse

The potential benefits of senior property tax deferral programs

May 2, 2025 by bp56691
A longtime retirement researcher weighs in on the possible benefits of property tax deferrals for older homeowners.
Categories Boston College, HWmember, Massachusetts, Property Tax, Retirement, Reverse
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