Donald Jay Korn

Under Social Security's current rules, any amount of earnings after age 66 won't reduce lifetime payouts.

If clients are still working, starting Social Security before age 66 may cause even further reductions in their current benefits. But there are instances when it make sense to claim early.

The ssa.gov website offers several tools for advisors and clients to project retirement income.

Once clients have a realistic idea of what to expect, advisors can help them reach a target number for retirement savings.

After a 6-year bull run, many client portfolios have grown nicely. But cashing out -- or even rebalancing -- may have a downside. See how these advisors are working to minimize the pain.

A recent rule change has enhanced the appeal of these products. Here's what advisors need to know.

Funds focusing specifically on dividend payers offer narrower exposure than typical equity-income or growth-and-income funds.

Despite fears of rising interest rates, long-term Treasury bonds are worth considering.

Floating rate funds offer solid income, but can be extremely volatile.

For clients willing to wait for the start date, deferred income annuities can offer plump payouts.

If the buck keeps rising, which investment tactics will offer the highest payoff for clients?

Advisor, beware: Funds that use complex, hedge style methods may not be appropriate for client retirement accounts.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

Donating a conservation easement can be beneficial both to the environment and to a client's tax bill.

With a wider gap in tax rates, moving reported income among family members could have a big payoff. Advisors should consider a few if these strategies.

Leaving pretax money to charities reduces taxable distributions for other heirs.

Leaving pretax money to charities reduces taxable distributions for other heirs.

With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.

With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.