Social Security

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.

Getting married could boost couples' retirement prospects as it opens more retirement savings options, such as a spousal IRA.

Investors can expect a tax bill from their traditional IRA or Roth IRA if they hold non-traditional assets, such as limited partnerships, operating businesses and real estate, in these accounts.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

Clients in their 20s should focus on retirement savings as much as their other financial needs, such as rent and credit card payments.

Advisers might want to steer their practices away from doctors and toward millennials.

Changes can substantially reduce the value of delaying widow(er) benefits for surviving spouses.

Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.