Social Security

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.

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.

Careful planning can help prevent them from shrinking their benefits based on misperception.

It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.

Target-date funds can help risk-averse young clients ease into investing.

Dual-income couples benefit less from Social Security.

Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.

Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

Early planning for potential tax hikes is key.

Tariffs associated with the U.S.-China trade war could cause a bigger than expected adjustment.

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.

Depression can be a big risk for seniors as they transition to retirement.

The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.