Retirement withdrawals

Cheap and fun choices abound for those who are counting their pennies.

Clients may pay taxes on their Social Security Disability Insurance benefits if 50% of the benefits and their other income exceed certain thresholds.

To make sure that clients don’t outlive their savings, use this tactic.

Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.

Those still accumulating for retirement can also be affected but there are some important caveats, explains Michael Kitces.

Which funds that already reached their target year have had the best five-year returns?

Although Medicare is a big help for retirees, the program only has a limited coverage depending on the enrollment periods they have signed up for; plus, five ways to help your clients work their way into retirement.