401(k)

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Seniors who have remarried may still qualify for a Social Security divorced spousal benefit on their ex-spouse's record.

Couples would be better off retiring at the same time, as they face major life changes together. And leaving a career-driven spouse at home in retirement can throw a marriage out of whack.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.

These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.

President Trump's budget is expected to call for spending cuts on programs intended to help poor households, while keeping Medicare and other programs designed to assist older people.

Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.

Most Americans are saving too conservatively to generate the income they'll need in retirement even after accounting for Social Security.