Retirement

As inflation cools, Social Security's annual cost-of-living adjustment is projected to decline in 2026. Seniors say the benefit bump won't be enough.

New rules will tighten identity verification for benefits, limiting phone claims to fight fraud, the Social Security Administration announced.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.

The sharp reversal of Biden-era policy that capped overpayment recovery at 10% of a person's monthly benefit is expected to recover $7 billion over 10 years.

The Social Security Administration recovered $4.9 billion in overpaid benefits last year, according to a report to Congress.

A change to Social Security will impact millions of beneficiaries. Here's what financial advisors need to know.

Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.

The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.

Burnout, financial strain and boredom are the leading drivers pushing senior workers to stay in the workforce longer.

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

An expert from CFP Board shares why women often experience setbacks in saving, and how younger generations can break this trend.

A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

The hearing last month explored the legal process for enforcing the fiduciary duty of retirement plans to avoid excessive recordkeeping fees.

A new survey from Prudential predicts how the new generation's future will look, and what kinds of financial challenges this will create.

Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.