Social Security

How to maximize government retirement income for couples, irrespective of their marital status.

Many people have the misconception that Social Security will become insolvent over the next 20 years.

Payouts to spouses and survivors appear similar but are different enough to cause headaches.

Payouts to spouses and survivors appear similar but are different enough to cause headaches.

A retiree says if he had been told he was eligible for a lump sum payment, he would have gladly taken it.

A retiree says if he had been told he was eligible for a lump sum payment, he would have gladly taken it.

For one strategy, clients should create income streams that have built-in protection, such as Social Security and long-term insurance.

A proposed 22.3% increase in Medicare Part B premiums, if approved, will automatically be deducted from retirees' monthly checks.

The claiming process has become more complex. Here's how these programs can cut through the clutter.

The claiming process has become more complex. Here's how these programs can cut through the clutter.

In about 30% of large companies, seniors can opt to work part-time or engage in job sharing with co-workers.

By educating themselves and clients about these possibilities, advisers can diffuse some retirement planning worries.

Advisers must be well-versed in the intricate rules and options that are available.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

Advisers must be well-versed in the intricate rules and options that are available.

Advisers must be well-versed in the intricate rules and options that are available.

One approach shows how clients can use their health savings account to cover premium payments.

People who've prepared may still run out of money in retirement if they fail to create a budget or underestimate the amount they need.

The Windfall Elimination Provision may reduce the amount of retirement income clients are expecting.

Some seniors shop around for the most affordable health insurance and less expensive drugs every year.