Retirement

The research found that claimants were not told they could take widow or widower's benefits while delaying their own retirement benefits, which would allow those checks to increase.

The contributor was recently called to be an expert witness and realized that defending a retirement plan in court can provide a good opportunity to better understand a portfolio.

Firms can save on taxes by borrowing now to top up pensions.

The products can offset potential losses from lowered state and local deduction limits.

Working seniors who intend to start collecting Social Security benefits in the middle of the year should know about the monthly earnings test.

82% of beneficiaries who qualified for survivor benefits and their own benefits were not informed that they could opt for a restricted application and boost their benefit.

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

Sales dropped by 8% last year, but LIMRA finds reason for optimism in 2018.

The paperwork will be designed like the Form 1040EZ, the shortest federal income tax form.

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

Seniors who reach the age of 65 and are in good health have the option of opening a Medicare medical savings account.

New FINRA rules will help the wealth management industry do its part to identify and prevent elder abuse.

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

The right strategy can put them “in the 0% tax bracket,” an expert writes.

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.

Although smaller companies could be volatile, those that pay dividends tend to be more mature and profitable.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

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