Social Security benefits

Employees aged 50 and above would no longer be able to make catch-up contributions on a pretax basis to their retirement plans under the Senate version of the GOP tax proposal.

The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Clients should search the Department of Labor's Form 5500 filings to get their former employer's contact information.

The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.

Clients' statements have invaluable information and are a great launch pad for discussing retirement planning.

Health care costs are on the rise and Social Security's cost-of-living adjustment isn't enough to keep up with the rising medical costs.

The average recipient will receive $25 more a month in 2018.

Nearly two-thirds of future and recent retirees are worried there will be cuts to the program under the Trump administration. And an even greater percentage think that it needs to change.

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.

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