Retirement planning

Advisers and experts offer insights about the changes and issues the industry will face next year.

Clients can claim a tax deduction for Medicare premium payments and contribute to a tax-advantaged spousal IRA if they continue working.

Advisers can turn that pessimistic outlook into better preparedness.

Help clients filter out the noise around potential changes to the system.

Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.

Help clients filter out the noise around potential changes to the system.

For starters, the full retirement age will increase for those born in 1955.

Studies have found that as many as 25% of records contain errors that can reduce benefits.