Social Security

Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.

Many government retirement benefits are taken for granted by advisers, but still confuse clients. Here's what needs special attention.

Most Americans are saving too conservatively to generate the income they'll need in retirement even after accounting for Social Security.

Retirees who opt to defer their Social Security and pension benefits and have no taxable income may want to sell securities outside their retirement accounts.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

10 planning strategies from analysts and experts.

Americans aged 50 and older would pay bigger health insurance premiums under the new health care bill that cleared the House of Representatives.

Retirees are advised to find gigs that suit them and have realistic expectations about the work they do.

Owning a home brings benefits for retirees, but so does renting. One example: renting puts a limit on housing costs, one of the biggest expenses for retirees.

More people are planning to wait to file for benefits, but just 25% are even aware of their full retirement age.

A few tweaks would make the program strong for the long haul. Editor Lee Conrad and consultant-author Brian Doherty talk about the difficulty in implementing such changes.

Retirees saw a small increase in expendable income once they started collecting Social Security, according to a new study.

Clients should not necessarily consider a 401(k) the first stop for retirement savings.

Two experts weigh in on whether there is a looming retirement crisis in the U.S., and provide opposite views on the issue.

Spouses on either side of the split can benefit — or lose — based on their claims strategies.

Most Americans maintain or even increase their spendable incomes after they started collecting Social Security, according to one of the experts who conducted a study.

Clients may leave an adviser's office with a terrific filing strategy. But the actual process can prove daunting. Here's how missteps can be avoided.

Delayed retirement credits only accrue to age 70, but there still may be tax issues to consider.

ESG investing is one way to motivate young clients and boost their contributions.

The new retirement system will allow for 401(k)-type savings and provide financial education services to help military personnel make better investing decisions.