Retirement income

Clients should claim their retirement benefits only when other taxable income sources are used up, as their benefits could be taxed if their taxable earnings reach a certain threshold.

Retirees should remain invested in stocks even if they have to scale back their exposure to this investment type, experts say.

Variable products suffered their worst quarter in two decades, while fixed contracts also declined.

One-third of households headed by Americans aged 65 and older derive 90% of their retirement income from Social Security, according to a GAO report.

Employees aged 50 and above would no longer be able to make catch-up contributions on a pretax basis to their retirement plans under the Senate version of the GOP tax proposal.

A health savings account can be used to cover medical bills and can also be a great savings vehicle for retirement.

The Roth 401(k) is more flexible than a Roth IRA, and it is funded with after-tax dollars, which can help "diffuse the potential tax bomb."

A quick look inside the proposed Tax Cuts and Jobs Act.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

While the average savings in retirement accounts increased markedly in recent years, the amounts varied significantly by income levels, says an expert.

Clients' statements have invaluable information and are a great launch pad for discussing retirement planning.

Despite impressive aggregate numbers, the median value of a 401(k) account for someone 65 and over is about $60,000.

Although retirees need to protect their savings to avoid losing money, extreme aversion to loss could do more harm than good.

An average 50-year-old woman in New York should begin socking away 49% of her income to her retirement account to live comfortably in her golden years, according to UBS study.

Offering a prepaid, monitored debit card gives True Link an edge in elderly retirement advice space.

Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again.

The average recipient will receive $25 more a month in 2018.

Despite a sales dropoff, experts forecast growth from product innovation and latent demand.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.

Roughly 15% of government workers are eligible to retire, but for most government jobs there is no mandatory retirement age.