Social Security

A combination of slightly higher FICA taxes, plus further increases in the earnings cap, could fix the program for the next 75 years.

Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.

An analysis shows low-income clients get more back from the benefit program than the payroll taxes they paid, while high-earning workers get less.

Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.

Retirement investors should learn how to balance the different risks to their portfolio instead of avoiding them altogether.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.

While many are woefully uninformed about the mechanics of Social Security, better information alone is not enough to guarantee better claiming behavior.

Two planners spell out the common psychological biases that prevent clients from maximizing their benefits.

IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.