Retirement

In just the first six weeks of the year, about 1.4 million borrowers lost the interest rate incentive to refinance.

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

Clients can bring their effective tax rate below 3% in retirement by using a combination of three strategies.

Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many people will get even less. The question is: how much less?

Many taxpayers can expect a lower tax bill under the new law and should consider adjusting their withholding to put the money to good use.

Here's a look at the housing markets where supply is shrinking the most.

Traditional wisdom says that bonds and stocks complement each other, but this is not always the case, especially when a reduction in valuations occurs.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

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.