Social Security

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.

Despite the increase, the figure still represents a small percentage of the 16.1 million accounts that the company manages.

Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.

Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.

More than one third of the respondents (37%) save for emergency purposes, while 30% save to secure their retirement. See the reason that tops the list.

Congress is considering seven bills, which if passed, would help Americans improve their retirement prospects.

82% of surviving spouses could have collected a higher benefit if they did things differently with their filing, according to a new report.

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

States with unfunded public employee retirement obligations will have to rely on real estate property as their ultimate collateral to deal with the risk.

Couples born many years apart need extra guidance as they prepare for their post-work lives.

Clients are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from November 1 through December 15.

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?