Retirement planning

Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.

Clients are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from November 1 through December 15.

Retirees may have gotten out of the workforce too early if they are not yet eligible to claim health coverage through Medicare.

Seniors need to be mindful of enrollment deadlines with Medicare.

The typical tax-deffered savings account can easily hit $1 million — mathematically speaking.

Mapping out their cash flow and identifying existing and potential problem areas are good places to start.

This retirement investing strategy can be a hard one to implement, but it makes academic sense.

Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.

If history is a guide, your clients can stop freaking out about having enough money during their post-work life.