Editorial Staff

Continuously increasing the FRA is particularly hard on lower-income workers because they tend to retire early.

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

Investors are more likely to invest less aggressively over the years even if the decision does not make sense, according to a new study.

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

Here’s one reason why beneficiaries should consider setting up a life estate.

Retirees who opt to defer their Social Security and pension benefits and have no taxable income may want to sell securities outside their retirement accounts.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

Retirees may opt for current market valuation or their funded ratio as the basis for the allocation.

Americans aged 50 and older would pay bigger health insurance premiums under the new health care bill that cleared the House of Representatives.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.