Retirement planning

The department is defending the rule in three cases brought by Wall Street trade groups, which are aiming to dismantle the new regulation.

The agency also proposed a rule to permit cities to create their own savings plans.

A retiree says if he had been told he was eligible for a lump sum payment, he would have gladly taken it.

A retiree says if he had been told he was eligible for a lump sum payment, he would have gladly taken it.

For one strategy, clients should create income streams that have built-in protection, such as Social Security and long-term insurance.

Advisers should be prepared to discuss both the benefits and drawbacks with clients.

Advisers should be prepared to discuss both the benefits and drawbacks with clients.

Given retirees’ unease about the future, spending down principal can prove a curious challenge.

A proposed 22.3% increase in Medicare Part B premiums, if approved, will automatically be deducted from retirees' monthly checks.

The claiming process has become more complex. Here's how these programs can cut through the clutter.