Data Point: $225,000

May 1, 2008

Please note: This item is from our archives and was published in 2008. It is provided for historical reference. The content may be out of date and links may no longer function.

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Personal Financial Planning
- Retirement Planning

Savings a 65-year-old couple retiring this year needs to cover medical costs in retirement, a 4.7% increase over the 2007 estimate of $215,000. Source: Fidelity Investments, www.fidelity.com.<% server.execute /pubs/jofa/includes/footer.htm %>

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Data Point: $225,000

4 Medicare rules that surprise clients — and some advisers

IRS provides guidance on rollovers between retirement plans and IRAs

4 Social Security rules that surprise clients — and some advisers

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