Social Security benefits

Less than $5 million in gross receipts during a five-year period and qualified R&D expenses are required.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

Advisors can protect their clients' retirement savings by allocating their assets across equities, fixed income and cash.

Once advisors have this conversation with clients, it can turn into a powerful referral source, says Rob Kron, head of investment and retirement education at BlackRock.

Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.

Clients should start shoring up their savings by chipping in as much as they reasonably can to their employer’s retirement plan, especially if it comes with a matching contribution.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.

Surviving spouses will either receive their own Social Security benefit or the survivor's benefit, whichever is higher. But they also may get pushed to a higher tax bracket, which. in turn, could mean higher taxes on Social Security benefits.

There is a way to help reshape deeply ingrained destructive habits.