Retirement readiness

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

Review the tax treaty between the U.S. and their new country to determine where they should pay the tax bill on their retirement income.

Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.

Clients may be better off boosting their equity allocation if they have a safety net in the form of assets that provide guaranteed income.

Traditional lenders usually refused cash-strapped minority seniors, which explains why they became such easy prey, an expert says.

Tariffs associated with the U.S.-China trade war could cause a bigger than expected adjustment.

Funding a 401(k), 403(b) or company-sponsored retirement savings vehicle should come first, an expert says.

Depression can be a big risk for seniors as they transition to retirement.

The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.

Retirees should live a frugal, flexible lifestyle and consider buying insurance to cover big ticket items.