Editorial Staff

Surviving spouses will either receive their own Social Security benefit or the survivor's benefit, whichever is higher. But they also may get pushed to a higher tax bracket, which. in turn, could mean higher taxes on Social Security benefits.

If clients tap their Roth accounts at the wrong time, even after retirement, they could lose out on some potential tax benefits.

Retirement investors may opt for whole life insurance, which offers tax-deferred growth on premiums, or a home, which they can sell with up to $250,000 (or $500,000 for couples) in capital gains tax exclusion.

Data reported by the Investment Company Institute.

Aug. 7: The firm aims to mix innovation with old fashioned salesmanship, and is even considering a robo, according to the president of its broker-dealer.

Recent actions by the federal government are not helping Americans to improve their retirement prospects, says analyst.

The season isn’t over yet ― check out these reading recommendations from the C-suite.

Naming a young grandchild as beneficiary of a traditional IRA could be a wrong move, as the distributions will be subject to the "kiddie tax."

Investors are about to enter the worst two-month period of the year for stocks, according to an expert with Bespoke Investment Group.

Unlike when they were still working and their employer withheld an amount for their taxes, retirees need to make estimated tax payments to the IRS.