Retirement scan

In some cases, clients are advised to pay off their debt instead of putting money aside to retire.

Younger clients are more savvy consumers who know how to minimize their expenses and are less inclined to spend on material goods, an expert says.

Major repairs are needed to ensure Social Security’s long-term stability, according to an expert.

The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.

The full balance won't belong to them until they are fully vested in their plans — especially if they're receiving an employer match.

The products provide advantages that “help women build savings faster: tax deferral and generally higher rates than CDs or Treasurys,” an expert says.

Researchers blame the immaturity of the system and poor choices made by those planning to retire.

The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.

Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.

Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.