Medicare

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

Many people plan to have an active lifestyle in retirement, but are not engaging in activities to stay fit.

Seniors are advised to sign up for Medicare when they are about to reach the age of 65, or they face a hefty penalty for the rest of their golden years.

Here’s one reason why beneficiaries should consider setting up a life estate.

10 planning strategies from analysts and experts.

The partner who first reaches 62 should consider delaying Social Security until the age of 70, and they should continue contributing to the retired spouse’s IRA if possible.

Clients may leave an adviser's office with a terrific filing strategy. But the actual process can prove daunting. Here's how missteps can be avoided.

ESG investing is one way to motivate young clients and boost their contributions.

Each plan has pros and cons: Clients who own a Roth IRA for at least 5 years are entitled to penalty-free withdrawals for education expenses, but they'll owe income taxes on those earnings.

Medicare costs count as a deductible medical expense, but only if they exceed 7.5% of adjusted gross income.