Social Security

Conventional wisdom says to postpone filing for benefits until full retirement age or, even better, until your 70th birthday. Are there some cases when that doesn't apply?

One approach to determine a retirement withdrawal rate is to set a fixed percentage of their portfolio every year, says an expert. But there are other strategies, as well.

Compared to lower earners, clients with moderate and higher incomes will owe more taxes on the distributions from tax-deferred accounts after they retire.

Many Americans affected by the partial government shutdown are tapping their retirement savings and taking other financial options.

In many ways, the restricted application is similar to the old file and suspend strategy, which was disallowed in 2016. However, there is one big difference.

Cash is becoming an attractive security blanket again for investors amid rising interest rates and stock market volatility, says an expert.

Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.

The stock market typically recovers from bear markets in far less time than most doom-and-gloomers think, says an expert.

Seniors who intend to get a Medigap policy to supplement their traditional Medicare coverage may have trouble getting one.

Offices remain open and monthly Social Security checks will go out on time despite the partial shutdown.