Retirement benefits

Clients who intend to leave a legacy to their loved ones should consider using a Roth IRA.

If history is a guide, your clients can stop freaking out about having enough money during their post-work life.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

Certain clients will have to take a taxable distribution from the account every year.

Seniors should have socked away at least 10 times their salary in their retirement accounts by the time they retire to secure their golden years.

We give advice based on the intel we have, but not all clients are as up front as we are.

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forgo the least amount of money.

Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved?

The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.

Analytics for retirement readiness