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Retiree savings are only as safe as the places that hold retirees' personal information, says expert.
September 19 -
Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.
September 18 -
Retirees can consider a Roth IRA if they want to leave assets that would not be taxed once inherited.
September 15 -
The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,
September 14 -
When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.
September 13 -
The answer is in the investment details. If your employer offers a match, contribute at least enough money to get it since matches amount to "free money."
September 12 -
Some of these states, however, may not be tax-friendly for retirees.
September 11 -
The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.
September 8 -
Advisors can protect their clients' retirement savings by allocating their assets across equities, fixed income and cash.
September 7 -
Between taxes and penalties on early withdrawals, many clients will only be getting 65 cents for every dollar they take out.
September 6