Retirement planning

Eliminating the tax maximum would fix much of the program's shortfall, but it could also bring unintended consequences.

Even people who have not earned 40 work credits can still sign up for the program but will have to pay a premium for hospital coverage.

Small business owners can win when planners use a stacked-pension approach for 401(k) retirement planning, says Joe Gordon of Gordon Asset Management.

The top cities for elders who plan to work past their retirement age are ranked according to factors such as average effective tax rate and senior unemployment rate.

Although market volatility makes stocks a risky investment option, retirement investors should continue to hold stocks in their portfolio.

Help clients choose investment wrappers that increase returns. Plus, comparing the advantages of rental homes against home ownership.

The goal is to help some 55 million employees with no access to workplace retirement plans.

Women should boost their savings rate and invest their windfall to increase their odds of securing their financial well-being.

Young workers are overconfident about their investing skills, but they are doing some things right.

Non-disabled service members are entitled to Tricare — a health plan provided by the Defense Department — when they reach the age of 65.

Why advisers say they have not been discussing Social Security rules and regulations with their clients.

While many parents encourage their children to pursue their passion, sometimes the parents end up paying a lot of expenses and harming their own retirement.

Key issues to consider when strategizing clients' future financial health.

Just about everyone in financial services wants to offer these retirement planning advice to wealthier boomers, but this firm rises to the top, says Tech Tools' columnist Joel Bruckenstein.

A generation crosses a finish line and finds the IRS waiting. Here are some tips to help them minimize the bite.

Why your clients should remain calm following the United Kingdom's recent vote to leave the European Union.

Under the current estimate, 2034 is the year when the administration can no longer pay full benefits. But the program should still be able to pay three-quarters of benefits at that time and for decades afterward.

Retirement investors should still put their money to work despite uncertainties due to recent events worldwide, says Vanguard's founder.

These strategies can help clients with challenging drawdown decisions

It is expected that Medicare’s hospital-insurance trust fund will have depleted reserves by 2028 or two years earlier than last year's estimates, according to report.