Social Security

While delaying Social Security can maximize retirement benefits and boost income, some clients have financial circumstances that make an early retirement a better option.

Get ready to have these conversations with clients given the surprising election results.

Clients can claim a tax deduction for Medicare premium payments and contribute to a tax-advantaged spousal IRA if they continue working.

Advisers can turn that pessimistic outlook into better preparedness.

Help clients filter out the noise around potential changes to the system.

Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.

Help clients filter out the noise around potential changes to the system.

For starters, the full retirement age will increase for those born in 1955.

Clients can withdraw claims and re-apply at a future date, with some restrictions.