Retirement benefits

A new line of mutual funds can help retirees manage their RMDs – which many fail to take – and avoid the hefty penalty.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Seniors who have remarried may still qualify for a Social Security divorced spousal benefit on their ex-spouse's record.

Retirees are automatically enrolled in Medicare by the time they reach 65 if they are already collecting their Social Security benefits.

Couples would be better off retiring at the same time, as they face major life changes together. And leaving a career-driven spouse at home in retirement can throw a marriage out of whack.

Here’s what advisers should know about this increasingly available option, so they can help clients make the most educated choice.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.

These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.

President Trump's budget is expected to call for spending cuts on programs intended to help poor households, while keeping Medicare and other programs designed to assist older people.

More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.

Millennials change jobs more than older generations, but thinking about the future is not a huge priority.

A retiree living off her portfolio suffers hundreds of dollars a year in lost income for every added basis point of fund expense ratio and advisory fees.

Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.

Most Americans are saving too conservatively to generate the income they'll need in retirement even after accounting for Social Security.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

Retirees may opt for current market valuation or their funded ratio as the basis for the allocation.

Americans aged 50 and older would pay bigger health insurance premiums under the new health care bill that cleared the House of Representatives.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.