Retirement

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.

The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.

Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.

Surviving spouses will either receive their own Social Security benefit or the survivor's benefit, whichever is higher. But they also may get pushed to a higher tax bracket, which. in turn, could mean higher taxes on Social Security benefits.

If clients tap their Roth accounts at the wrong time, even after retirement, they could lose out on some potential tax benefits.

Retirement investors may opt for whole life insurance, which offers tax-deferred growth on premiums, or a home, which they can sell with up to $250,000 (or $500,000 for couples) in capital gains tax exclusion.

Recent actions by the federal government are not helping Americans to improve their retirement prospects, says analyst.

Naming a young grandchild as beneficiary of a traditional IRA could be a wrong move, as the distributions will be subject to the "kiddie tax."

More than 80% of the richest clients want big asset growth later in life, according to a new UBS survey.

If clients are unhappy with any aspect of their life that financial planning will solve, make that the primary focus.

Investors are about to enter the worst two-month period of the year for stocks, according to an expert with Bespoke Investment Group.

Unlike when they were still working and their employer withheld an amount for their taxes, retirees need to make estimated tax payments to the IRS.

There is a way to help reshape deeply ingrained destructive habits.

Clients should be especially mindful of market movements during the "fragile decade," the span beginning five years before retirement until five years after retirement.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.

The most important consideration is that clients are able to complete the 35-year work period because benefits are based on the 35 highest-paid years from their careers.

The founder of HelloWallet shares tips on staying competitive online.

The Labor Department is receiving a deluge of feedback from advisers and investors on whether to revise its controversial regulation.