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Article
12
Sep 08

Medicare, the Biggest Threat to Our Retirement Standard of Living

By Scott Burns and Laurence J. Kotlikoff A recent column predicted that seniors would get the largest Social Security benefit increase in 25 years next January--- about 6 percent. It quickly drew fire from older readers. The 6 percent increase, they pointed out, was before the deduction of the hefty...

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Article
06
Jun 06

Retirement Living Expenses vs. Health care Expenses

A recent column, "Life is less expensive for older couples," brought a divided reader response. Carl J., a Houston reader, wrote: "It is the first time that I have seen something resembling the truth about retirement. I don't know where these people are coming from--- the ones who give outrageous percentages...

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Article
23
Mar 06

Making Good Use of an Expensive Universal Life Policy

Q. We bought a universal life policy about 18 years ago in the amount of $155,000. Now the policy is being eaten up by charges as I get older. The cash value is now about the same as when we began, about $39,000. The cash value will be wiped out in about six years unless interest rates rise from the...

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Article
02
Aug 05

A Model Government Plan

"How does the federal Thrift Savings Plan (TSP) compare with industry plans?" So asks F.C., a San Antonio reader. Answer: It compares very, very well. Indeed, in "The Coming Generational Storm" (MIT Press, $17) Professor Laurence J. Kotlikoff and I suggest that it could be the model for privatizing Social...

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Article
21
Apr 05

Squeezing the Working Generation

The recently released 2005 Social Security Trustees Report, a 225 page document that will never be confused with the eagerly awaited "Harry Potter and the Half Blood Prince," contains a table you can use to foretell an important part of your future. Modestly titled "Table VI.F10. ---Estimated Annual...

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Article
17
Aug 04

Using A Life Annuity To Solve A Family Problem

SANTA FE. The man sitting across from me at Zia Diner is Charles Padilla. He is a friend and neighbor, a man I have admired since we met over five years ago. Unlike me, a seasonal visitor from Texas, Charles can trace his roots back 200 years. His vision is multi-generational. He has a deep sense of...

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Article
15
Feb 04

The Billions Always Start With Pizza.

Some things are inevitable. Like the word "topless," spelled in neon, in front of a strip joint. Or "American workers aren't saving enough" on the executive summary of retirement research. So it is with a new study from EBRI, the Washington, D.C. based Employee Benefit Research Institute. The new study...

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Article
10
Jun 03

Mother, Daughter, Granddaughter

It was a simple column. A woman in her late fifties asked if I could "explain today's economic realities to an 86 year-old." The 86 year-old was her mother. So I detailed some of the differences between generations. A torrent of reader rage followed. Readers were angry with the daughter. She was "whining...

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