Social Security

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.

A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.

They can direct the payments to fund life insurance that they can use for estate taxes, charitable gifts and leave as a legacy for their loved ones.

Retirement looks bleak for many Americans and the Trump administration does not seem to be part of the solution, according to this opinion article.

Dependent care flex spending accounts can help clients mitigate child care costs, but also reduce tax credits otherwise available.

With more Americans living past the age of 70, experts say they should not be forced to make unnecessary taxable withdrawals.

Retirees can suspend and resume their Social Security retirement benefits any time after their full retirement age even if they started collecting the benefit before reaching their FRA.

A Roth IRA would come ahead of a traditional IRA if clients move to a higher tax bracket in retirement.

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.

Retirees who turned 70 1/2 in 2016 have until April 1 to take required minimum distributions from their tax-deferred retirement accounts.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.