Social Security

Certain clients may consider donating directly from their IRAs.

Those new to Medicare may not realize they need to buy a separate policy to cover prescription drugs. There are some partial exceptions, but even in those cases, coverage can vary.

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.

Other groups, such as those who used to itemize tax deductions but will now use the high standard deduction, are also advised to check their withholding taxes.

Many older Americans are now facing hefty life insurance premiums due to dwindling interest rates. Many seniors are sitting on a "ticking time bomb."

Boosting the widow's benefit, while limiting the size of the increase for higher earners, could be a “well-targeted way to help reduce poverty for this vulnerable group.”

The Trump administration is considering pushing back the age at which retirees have to take required minimum distributions from tax-deferred retirement account.

Tax cuts and other policies have stirred a stronger economy, but these results could mean vulnerable financial markets in the foreseeable future.

Retirees will owe taxes for up to 85% of their Social Security benefits if their adjusted gross income plus nontaxable interest exceed a certain threshold.