Retirement withdrawals

These funds can be expensive and may not be accurate in determining investors' risk tolerance, among other potentail downfalls.

Clients still have a few weeks to make deductible contributions to various retirement accounts, as well as health savings accounts, to reduce their 2017 tax liabilities.

Seniors should consider designating joint agents, reviewing the security features on their financial accounts, and having their names removed from credit card solicitations.

Parents should ensure that their child has earned an income to be able to open the account.

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

Retirement investors may want to adopt the billionaire's investing strategy if their risk tolerance allows them.

Lawmakers agreed to form a congressional committee that would look into multiemployer plans and develop a measure to fix these plans' insolvency woes.

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

The proposed budget includes a provision that would give Medicare recipients the option to contribute to a health savings account, which would offer various tax benefits.

Raising the payroll tax is the easy way (in theory); here are other solutions for funding the Social Security shortfall.