Social Security benefits

Health savings accounts offer triple tax benefits, allowing clients wiggle room to save for rising health care costs.

Chances are high that one or both parents who have left the workforce ahead of their full retirement age are still working out of necessity.

To correctly identify their risk tolerance, clients must not only understand how to react to risk, but also how the market environment and investment experience have impacted them.

Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.

Many clients are “denying themselves today for fear of what could happen tomorrow,” an expert says.

Aside from cutting spending and contributing to a Roth account, investors are also advised to sock away at least 10% of their annual earnings.

These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.

The cost of health care before retirement is inherently more volatile than after, according to an expert.

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.

Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.