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By extending their working years, seniors can see an increase in their Social Security payouts.March 31
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If they plan to use them for current spending, “then the timing of the distribution would not matter for tax purposes,” an expert writes.March 24
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Clients are advised to minimize spending and tap possible sources of cash and credit, including their tax refund.March 23
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“Having retirement assets in both traditional and Roth accounts can help clients hedge their tax bets for retirement,” an expert says.March 18
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Retirees tapping their long-term savings accounts for income in an emergency are advised to strongly consider reducing their withdrawal rates.March 16
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While younger clients may be putting away more money than Gen Xers and baby boomers, they’re not better prepared for retirement compared with their older counterparts, experts say.March 13
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“Find ways to generate income,” says one financial planner.March 11
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While some retirees have seen a substantial increase in spending, many others are enjoying financial freedom.March 10
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To ensure their investments stretch as long as they live, clients are advised to develop a sustainable withdrawal plan and consider annuities.March 6
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Mutual funds and ETFs are often created with lopsided or unequal allocations toward certain sectors of the economy, experts warn.March 5
