Social Security

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.

Seniors living overseas are advised to enroll before moving back to the U.S.

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

The Czech Republic, Portugal, Slovenia, and Canada are among the top 10 most peaceful places for seniors to settle down.

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

Most retirement tips should be taken with a grain of salt, as not all advice can help boost prospects.

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.

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.

Which is better? An SEP plan or solo 401(k)?

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

Those with 1099 income have several tax-advantaged options.