IRAs

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

For some couples, the fact that they have been drifting apart could be masked by the attention devoted to their careers or raising a family.

Whether the husband takes reduced benefits has no impact on the spousal rate, although it could effect potential widow's benefits, according to a Social Security expert.

The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.

Clients should determine the benefits they would receive if they file at age 62, at full retirement age, and after their full retirement age.

The effects are looking like "every other much-hyped tax cut of the past three decades.”

More than 25 million workers resigned and left at least one retirement account with their former employer between 2004 and 2013, according to the U.S. Government Accountability Office.

The differences generally come down to investor eligibility and when taxes are paid, but that can have a significant impact.

Many people expect to collect more than they actually will, which can prompt them to retire and file for benefits early and, in turn, reduce their actual payouts.