Social Security

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Clients should search the Department of Labor's Form 5500 filings to get their former employer's contact information.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.

Clients' statements have invaluable information and are a great launch pad for discussing retirement planning.

Health care costs are on the rise and Social Security's cost-of-living adjustment isn't enough to keep up with the rising medical costs.

Despite impressive aggregate numbers, the median value of a 401(k) account for someone 65 and over is about $60,000.

The government should promote universal access to retirement savings and give Americans more options for the spend-down phase of retirement, according to the study.

Although retirees need to protect their savings to avoid losing money, extreme aversion to loss could do more harm than good.