Retirement planning

A client dramatically increases her retirement income, thanks to guidance from her advisor.

“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.

Seniors receiving pension payments should ensure that their tax withholding is enough to cover the tax liability on the income and avoid trouble with the IRS.

The firms are seeking to tap into the growing demand for ethical investing.

Contrary to what many people think, Social Security will continue to pay benefit payouts to future retirees even after the program exhausts its trust funds by 2034, says expert.

The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.

A portion of retirees’ Social Security benefits may be taxed at the federal level if their combined income exceeds a certain limit.

Because next year will be too late.

One may have lots of disposable income, while the other may have to rely on taxable distributions.