Lee Conrad

Why these are more inviting under the new tax law.

A study notes that retirees might be experiencing the “Homer Simpson” mindset, in which they choose immediate gratification without thinking about the long-term consequences.

Among current retirees, the numbers aren't much better: 60% of them have not calculated how much health care costs impact their savings.

The order is for the Treasury Department to review rules that require mandatory distributions to begin when someone turns 70 1/2, and to make it easier for small businesses to offer 401(k) plans.

Cost of living is a key consideration, but a retiree’s goals and objectives are also important.

While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.

Plan design features like automatic enrollment and automatic increases are having a positive impact. Such steps are designed to increase participation even from people who may be suffering from inertia, says a researcher.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.