Retirement planning

The Senior Citizens League says that seniors on Social Security can expect an increase in cost of living adjustments not seen since 2012.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Three index funds may be all clients need. But that's rarely what they end up with.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Contrary to what some people think, their tax burden may not decline after leaving the workplace for good.

Vault and Retiremap are launching products this week that are designed to help people stash cash where they can.

An expert warns that "the buy, hold and forget" strategy would only work in bull market conditions.

Leading RIA custodian is warning that BIC disclosures, legal liability in second wave of DoL rule could be devastating for small advisers.

Seniors who have remarried may still qualify for a Social Security divorced spousal benefit on their ex-spouse's record.

Retirees are automatically enrolled in Medicare by the time they reach 65 if they are already collecting their Social Security benefits.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.

These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.

Seniors are advised to sign up for Medicare when they are about to reach the age of 65, or they face a hefty penalty for the rest of their golden years.

A retired Air Force pilot turned CFP says advisers should take a closer look at armed services personnel, and be aware of their unique needs.

President Trump's budget is expected to call for spending cuts on programs intended to help poor households, while keeping Medicare and other programs designed to assist older people.

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.