Social Security

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.

From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.

Small businesses would not be allowed to enroll their employees automatically in state-run plans under legislation introduced in Congress.

Investors need to increase their allocation to stocks and other riskier investments to get the portfolio return that they need to secure their retirement.

Clients can fully deduct their IRA contributions if they have no access to a workplace retirement plan.

People are saving more money for retirement and setting up more retirement accounts, with fewer savers borrowing from their funds, according to author Dan Kadlec.

There are some situations where delaying is neither feasible nor prudent. Here’s how to weigh them.

Retirees on Social Security can expect the government to garnish a portion of their benefits if they fail to make student loan payments.

First-time home buyers can withdraw as much as $10,000 from a Roth account without paying taxes and penalties if the account is at least five years old.

The move to reintroduce legislation that seeks to adjust the cap on Social Security wages and to raise the payroll tax is a step in the right direction in fixing the program's solvency woes, says expert.

More retirees are expected to join the gig economy and go on trips that offer unique experiences.

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

For years, it seemed that a decline in monthly benefits was a long way off. Now it may be sooner than expected. Here’s what advisers need to know.