Weekly Roundup July 15 - 19, 2019

Among the best stories from Retirement Daily for July 15 - 19: Hidden healthcare perks, Social Security's earnings test, and the ins and outs of required minimum distributions.
By Anne Stanley ,

There probably isn't a better way to put a damper on the sparks of romance than to bring up the subject of money, adviser Danielle Howard writes this week in a guest column. "But it doesn't need to be that way," she says. "In fact, financial discussions and decisions can actually deepen relationships as a reflection of your core values, priorities and goals. Communication around financial topics is a skill that involves vulnerability with feelings, as well as looking at the paperwork and numbers." As you head into your retirement years, it is easy to get entrenched in default mode and miss out on the opportunity for better communication, connection and financial security. Read more as she outlines the advantages of having financial discussions with your loved ones, and offers tips on how to get the conversation started in Honey, Let's Talk Money.

And in case you missed them, here are more great stories from Retirement Daily:

Briefing: Latest Retirement News

Here's the latest from the world of retirement-related news: Costly retirement planning mistakes, annuities, and factors to consider before retiring abroad.

Hidden Healthcare Benefits

From video conferences with your doctor to prescription discounts and gym memberships, your health insurance or medical plan probably has hidden perks you didn't know about. Jeanette Pavini has ways to find them.

Ask Bob: What's the Retirement Earnings Test?

A reader asks for insight on the retirement earnings test. Social Security wants to know if you are truly retired.

Required Minimum Distributions: When and How to Take Them

Adviser Marguerita Cheng details the ins and outs of required minimum distributions, how to avoid penalties, manage QCDs and more.

New Investments and Products for Retirement

The following are new investments that those saving for or living in retirement might consider for their portfolios. This week: an ETF that specializes in net lease properties.

Ask Bob: Making the Most of the Restricted Application Strategy

A reader asks for an explanation of Social Security's restricted application process and spousal benefits.

New Retirement Research

Here are some of the latest reports, surveys, and studies related to retirement, including research into IRAs and the IRS, and AARP's prescription price watch report.

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