Retirement income

Once clients form concrete goals, some discover they need to shift their financial plan.

Next generation retirement planning combines Social Security and portfolio withdrawal strategies.

Consider factors like age and health, plus sources of income, living expenses and assets.

The Social Security trust fund only invests in U.S. Treasuries, which have seen yields fall to historic lows.

10 financial planning tips and strategies for planners to help same-sex couples.

Clients and their family members looking into assisted-living options should avoid making the decision at the last minute, particularly when a health crisis occurs.

Don’t become commoditized in the wake of the fiduciary rule; be the disruptor.

Despite fears of rate hikes and worries over Brexit uncertainty, there is still an essential role for fixed income in retirement plans.

These strategies can help clients with challenging drawdown decisions

Missed compounding opportunities, steep taxes and penalties and the possibility of forced early retirement, that's why.

Spouses are generally entitled to Part A hospital coverage from the government program if the worker meets certain requirements.

As clients get into their fifties, they need to start looking at where they are and start ramping up their retirement and investing planning.

Advisers also noted a dip in their clients’ retirement savings activity after the tax filing deadline passed.

Clients may pay taxes on their Social Security Disability Insurance benefits if 50% of the benefits and their other income exceed certain thresholds.

Save clients big headaches by being aware of these RMD-related errors.

Advisers may need to devise strategies that work with shaky finances. Here are three realities to consider.

Advisers may need to devise strategies that work with shaky finances. Here are three realities to consider.

Help IRA holders predict — even reduce — future tax rates.

Help IRA holders predict — even reduce — future tax rates.