IRAs

The products can offset potential losses from lowered state and local deduction limits.

Working seniors who intend to start collecting Social Security benefits in the middle of the year should know about the monthly earnings test.

82% of beneficiaries who qualified for survivor benefits and their own benefits were not informed that they could opt for a restricted application and boost their benefit.

Retirement investors may want to adopt the billionaire's investing strategy if their risk tolerance allows them.

Sales dropped by 8% last year, but LIMRA finds reason for optimism in 2018.

Seniors who reach the age of 65 and are in good health have the option of opening a Medicare medical savings account.

The advisor persuaded the customer to liquidate his IRA and invest the money in a risky and costly options trading strategy the advisor managed, FINRA alleged.

The right strategy can put them “in the 0% tax bracket,” an expert writes.

The number of accounts with $1 million or more increased to 150,000 in the fourth quarter of 2017 from 93,000 recorded in the same quarter the year before.

Investors are advised to liquidate some assets or transfer them to certificates of deposit and money market funds.