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.

Just 62% of women are protected compared to 76% of their male counterparts, research shows.

Those who didn't save early may miss key opportunities, experts say.

Over the last four decades, the average income of retiree households significantly outpaced those still in the workforce.

Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.

Before saving for retirement, young investors are advised to pay down high-interest debts and build an emergency fund, an expert says.

If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.

Clients have to increase their risk exposure to ensure they don’t outlive their savings.

Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.

The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.

Only 4% of U.S. retirees are waiting until they turn 70 to claim benefits, the age when payments reach their maximum level.