Retirement income

See what the Social Security Administration considers part of the "5 things every woman should know" about the program.

The retirement problem comes down to the fact that many people don't have access to a 401(k) plan. Here's one solution.

Average Americans aged 56 to 61 have only saved $163,577 in their 401(k)s, according to the Economic Policy Institute.

Clients are likely to miss their retirement targets if they are helping their children and loved ones more than what they can afford.

Retiring at a time when the market is down is the biggest risk that investors will face. Here’s how to minimize the impact of a market slowdown.

These funds can be expensive and may not be accurate in determining investors' risk tolerance, among other potentail downfalls.

Clients still have a few weeks to make deductible contributions to various retirement accounts, as well as health savings accounts, to reduce their 2017 tax liabilities.

One major help will be in helping participants think in terms of lifetime income — as opposed to accumulated balances — by requiring benefit statements to include income estimates at least once a year.

These funds can help clients put saving plans on autopilot, but they can also take on more risk than expected.

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.

Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many people will get even less. The question is: how much less?

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.

Traditional wisdom says that bonds and stocks complement each other, but this is not always the case, especially when a reduction in valuations occurs.

The research found that claimants were not told they could take widow or widower's benefits while delaying their own retirement benefits, which would allow those checks to increase.

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.

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

Sales dropped by 8% last year, but LIMRA finds reason for optimism in 2018.

The paperwork will be designed like the Form 1040EZ, the shortest federal income tax form.

Seniors who reach the age of 65 and are in good health have the option of opening a Medicare medical savings account.