Retirement scan

Seniors are advised to withdraw from taxable and other retirement accounts before taking distributions from their HSA.

The government should tax the health insurance employers provide to employees to generate revenue to fix Social Security's financial woes, an expert says.

Employers' 401(k) matching contributions this year are likely to reach 4.7% of worker's pay, up from 3% in 2009.

To avoid paying high fees, retirement savers should ensure that their plan administrator is a no-load fund company and avoid overpriced house funds.

Retirement investors can use their loss carryforward to write off the taxes triggered by a Roth IRA conversion.

Although the market continues to rally, a possible setback remains likely and retirement investors should be ready for this scenario.

Employers should be encouraged to provide their workers affordable, simplified long-term care insurance for employees age 45 and older, says report from the Bipartisan Policy Center.

Real estate can be a good investment because historical data show that increases in rental rates outpace inflation, but there are caveats for clients to consider.

Retirees are better off taking withdrawals from their retirement accounts in their 60s so they spread out their tax liability.

Seniors who want to relocate in retirement to a different place from what their spouse prefers may opt to maintain two homes.