Retirement

Many of the bill’s provisions are taken from the Retirement Enhancement and Savings Act, which enjoyed some bipartisan support.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

"Some analysts have argued for years that the SSA’s estimates systematically underestimate future benefits for most people," an expert says.

Social Security benefits will increase 2.8% next year, but some retirees will not see a rise in their retirement paycheck because of Medicare's hold-harmless provision.

Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.

Retirees could end up paying taxes on the majority of their Social Security benefits when certain conditions are met.

Scammers can learn quite a bit of information from social media so don’t think that just because they know a couple pieces of information about you and your family that they are legit.

"Retiring just before a stock market peak could be ruinous to your financial health but it doesn’t have to be,” says an expert.

Clients who buy and hold the products in their retirement accounts may get a nasty surprise, said one of the SEC’s five commissioners.

Assisted-living expenses increased 7%, according to one study, which is triple the rate of inflation.

The move is the latest effort to reduce the early flow of money out of 401(k)-style plans.

So-called opportunity zones created under the new tax law can offer clients a unique chance to save.

The years between 60 and 70 present a great opportunity for seniors to make financial moves to protect their retirement savings.

The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.

Older couples should determine whether they are physically ready for the task, as moving can be stressful for people of advanced age.