Lee Conrad

Clients who consider contributing to their health savings accounts past their full retirement age are advised to rethink their plan.

Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.

Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.

The misconceptions about Social Security are alarming. says an expert. The number of people relying on the program to be their main source of income "is scary."

A market correction only becomes a real risk if investors act and make buy or sell decisions to alleviate mental anguish today at the expense of tomorrow, says an expert.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.

One state has two of the top three cities in terms of boomer debt.

A proposal to increase payroll taxes is facing opposition from some lawmakers who believe millennial workers cannot afford to bear the brunt of higher payroll taxes.

New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs.

Grandparents are advised to give cash gifts without putting their future financial security at risk.

The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline.

If spending $5 a day on fancy coffee puts your retirement at risk, you’ve got bigger problems.

There are still several moves that clients can make to reduce their 2018 tax bill.

New innovations increase participation by making it easier to save and invest for retirement, an expert says.