Retirement benefits

Investors can "make some real money trading, but you really have to know what you are doing,” says one advisor quoted in the article.

The right debt strategy can help clients make better decisions with capital allocations.

Most retirees said they adapted to their situation of having limited retirement income and they have had few regrets, according to a survey.

The Equifax hack has prompted the Trump administration to look at ways to establish a safer technology to replace the existing Social Security number.

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Saving too much for retirement could force clients to take loans or make withdrawals that would carry taxes and penalties.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.

Less than $5 million in gross receipts during a five-year period and qualified R&D expenses are required.

Retirees who are considering investing in an immediate annuity can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.

Retiree savings are only as safe as the places that hold retirees' personal information, says expert.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Clients could face a 100% penalty of taxes owed for filing late.

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

Retirees can consider a Roth IRA if they want to leave assets that would not be taxed once inherited.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

The answer is in the investment details. If your employer offers a match, contribute at least enough money to get it since matches amount to "free money."

Some of these states, however, may not be tax-friendly for retirees.

Life after work is much more complicated now than the industry assumes it to be, says former HelloWallet founder Matt Fellowes.