Mark Miller


Mark Miller is a journalist and author who writes about trends in retirement and aging. He is a columnist for Reuters and also contributes to Morningstar and the AARP magazine. Mark is the author of The Hard Times Guide to Retirement Security: Practical Strategies for Money, Work and Living. He edits

Brochures for Lump-Sum Pension Offers Don't Tell All You Need to Know
If you are due a pension from a former employer, there is a good chance you were or soon will be offered a lump-sum payment in exchange for giving up that guaranteed monthly check for life.
Company Stock in Retirement Plans Should Raise Red Flag for Advisers
If you have clients with employer stock in their retirement accounts, it’s time to take a closer look.
Aging in Place
Most older Americans want to retire right where they live; you may have to show them why that’s not a realistic option.
Avoid Career Burnout by Learning to Love Your Job Again 1
If you are counting the days to retirement because you hate your job, career expert Kerry Hannon has a message for you: "Stick with it."
Watch That Free Money for IRA Rollovers
Back in the day, you could walk into a bank to open a new account and walk out with a free toaster. Today, you can get anywhere from $50 to $2,500 for rolling over a 401(k) into an Individual Retirement Account, or just by moving an IRA from another financial institution.
A Book on Social Security Optimization with a Sense of Humor
If you’re getting more client questions these days about Social Security and know you need to bone up, a comprehensive - and enjoyable - way to do it has just surfaced
Phased Retirement: A Disconnect Between Workers and Employers 1
There’s no better way to improve the odds of achieving a secure retirement than working longer
How Social Security Can Help you Play Catch-Up on Retirement
More Americans over 55 are finally getting back to work after the long recession. The strong national employment report for January released last week confirmed that.
Planning for Alzheimer’s 2
Dementia changes the math of long-term care dramatically. Here are some ways to help ease the burden on clients and their families.
Another Big Jump in Long-term Care Insurance Premiums 2
The cost of long-term care insurance continued to rise sharply last year, with average prices jumping 8.6 percent
Lifting Social Security’s Payroll Tax Cap: Who Would Pay More?
Social Security reform is coming - the only question is when, and what will be done to get the program’s finances in order.
New Law Could Mean Benefit Cuts For Retirees 1
Little noticed reforms pave the way for some defined benefit pension plans to cut payouts to current retirees, a rare move in retirement policy. If you have clients with these kinds of plans, here’s what you need to know.
Total AUM Increases for 11 Leading Robo-Advisors
Robo-advisors are a small part of the wealth management industry, but their recent growth has been impressive.
When Paying Taxes on Retirement Accounts Makes Sense
A mantra of financial planning is to defer taxes on investments for as long as possible. But some clients may be better off paying now.
Clients Overconfident About Retirement Plan Knowledge
Your clients probably think they know more about how their retirement plan works under the hood than they really do.
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