Retirement benefits

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

Seniors need to be mindful of enrollment deadlines with Medicare.

Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable workers to build savings.

The typical tax-deffered savings account can easily hit $1 million — mathematically speaking.

Failing to monitor reinvested dividends could boost their tax bills.

More than two-thirds of retirees are making this mistake because they don't have a sustainable withdrawal plan, according to a new study.

Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.

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

Sebastian Dovey, Moderator, Conference Chair, Renée D. Brown, CMO, Retail Financial Services, TIAA, Steven Dorval, President, John Hancock Personal Financial Services LLC, Matt Fellowes, CEO, United Income, Roger Lee, CEO and Co-Founder, Human Interest