Retirement benefits

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

Clients can bring their effective tax rate below 3% in retirement by using a combination of three strategies.

Many taxpayers can expect a lower tax bill under the new law and should consider adjusting their withholding to put the money to good use.

Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.

The added savings could be used to pay off student loans as well as increase mortgage payments and retirement plan contributions.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

A survey found that 27% of parents who cosigned for their children's college education end up paying off the debt with their retirement savings.

The contributor was recently called to be an expert witness and realized that defending a retirement plan in court can provide a good opportunity to better understand a portfolio.

The products can offset potential losses from lowered state and local deduction limits.

Working seniors who intend to start collecting Social Security benefits in the middle of the year should know about the monthly earnings test.