Retirement income

Help could be on the way for retirement-age clients asking prickly questions about coverage options.

Married couples should account for the impact of death on the surviving spouse, and factor in the hefty cost of health care.

Four key features of the program hinge on reaching full retirement age.

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.

A couple who expects to earn a bigger income in the future is advised to convert part of their IRA into a Roth now while they are in a lower tax bracket.

It's possible to use these distributions to preserve clients' savings well past their anticipated lifespan.

How advisers can help overcome their irrational expectations.

The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.