Social Security

Retirees may have gotten out of the workforce too early if they are not yet eligible to claim health coverage through Medicare.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

Seniors need to be mindful of enrollment deadlines with Medicare.

Failing to monitor reinvested dividends could boost their tax bills.

This retirement investing strategy can be a hard one to implement, but it makes academic sense.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

Seniors should have socked away at least 10 times their salary in their retirement accounts by the time they retire to secure their golden years.

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forgo the least amount of money.

Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved?

The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.