Retirement scan

The Republican presidential contender says the retirement age should slowly be raised by two years to address Social Security's financial woes; Plus, 7 demands retirees should place on their money.

The trust fund assets will be viable now until 2034, a slight improvement, but Congress still needs to address the program's larger financial woes; Plus, some Medicare recipients could face steep premium increases next year.

Why the country's aging population has led U.S. policymakers to seek changes to Medicare 50 years after it was established; Plus, it's never too early – or too late – for your clients to plan for their retirement years and how to fix three retirement-savings flaws.

Why the old tricks that many investors once used to gauge retirement allocations no longer apply; Plus, the use of private health plans surge as Medicare and Medicaid turn 50 and tips for a smarter retirement investing strategy.

Why working clients are advised to avoid borrowing from their 401(k) plans to fund their summer vacations; Plus, how Americans left $24 billion in retirement money on the table last year and the seven best places for your clients to retire overseas.

Clients should not be worried about the impact of plunging Chinese stock prices; Plus, six Social Security withdrawal strategies everyone should know.

Why timing is important for clients filing for Social Security; Plus, how to decide whether your client should invest in a 401(k) or a Roth IRA.

While raising the tax rate could help address Social Security's funding imbalance, there are other ways to shore up the program; Plus, when $1.5 million isn't enough to retire.

Retirement researchers, academics and retirees weigh in on the issues they learned earlier in life from their parents; Plus, how much retirement income will $1 million generate?

Potential regulatory legislation may soon restrict strategies surrounding the backdoor Roth IRA; plus, how to retire on $25,600 a year and why most clients can’t even guess what their Social Security benefits will be.

By streamlining their finances, clients can gain a better understanding of their accounts, as well as save on fees; Plus, 5 steps millennials can take now to help themselves later.

Client should plan the activities that will keep them busy, as well as nurture their social lives by making new friends; Plus, Canadian citizens may qualify for Social Security, although with caveats attached.

Ways your elderly clients can avoid becoming the victim of a scam; plus, what you need to know about Social Security benefits and what to do if your clients' 401(k) stinks.

How clients might benefit from putting a hold on certain retirement strategies; plus, tailoring retirement plans to small businesses and tips to reduce all that IRA paperwork.

How policy makers should address the growing state-run pension shortfall; plus, why the last check your client writes should bounce before they die and tips for clients to retire early without giving up what they love.

President Barack Obama announces a renewed push for laws to help clients save for retirement; Plus, the three worst states for clients to retire and what happens when you take out a 401(k) loan.

Ways for clients to aid living costs by earning from their 401(k); Plus, why investing is so complicated and how to make it easier for clients

Clients can seek tax deductions designed to help this type of situation, as well as assistance from the Medicaid Cash and Counseling program; Plus, 3 habits that are hampering clients' chances of retiring early.

How clients who retire early can increase their payout by claiming a spousal benefit; Plus, 12 steps to a stronger 401(k).

The time has come for investors to emphasize savings and salt away another 5% to 10% of their incomes; Plus, how to create a stronger sense of community in retirement.