Retirement

Help could be on the way for retirement-age clients asking prickly questions about coverage options.

Seniors who want to relocate in retirement to a different place from what their spouse prefers may opt to maintain two homes.

Here’s how receiving investments on a stepped-up cost basis can save a client’s inheritance.

Although traditional IRAs offer upfront tax deductions, clients will have to pay taxes later in life when they likely will be in a higher tax bracket.

While retirees can start taking 401(k) withdrawals without penalties when they turn 59 1/2, they may want to consider drawing from their taxable accounts for their living expenses.

Popular microinvesting apps targeting novice investors are charging total fees well in excess of other options, says an industry observer.

The average score of correct answers was 47%, and only 5% of respondents earned a grade higher than C.

Married couples should account for the impact of death on the surviving spouse, and factor in the hefty cost of health care.

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

Four key features of the program hinge on reaching full retirement age.

Older Americans would be subject to an "age tax" under the Senate legislation designed to revamp the Affordable Care Act, says an expert with the AARP.

The right strategies can make all the difference for advisers.

Setting up an investment account for every newborn, with the federal government seeding it with $7,000, might be a solution to the looming Social Security crisis, says expert.

Retirees are advised to adopt a less aggressive approach to investing and reduce their risk exposure.

Clients should not underestimate the impact of taxes on their income after they retire, as their tax liability could reduce substantially their net earnings.

Retirees who retire before 65 and want to reduce their premiums are advised to keep their taxable income between $12,060 and $48,240 (for singles) or $16,240 and $64,960 (married couples).

The Senior Citizens League says that seniors on Social Security can expect an increase in cost of living adjustments not seen since 2012.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Three index funds may be all clients need. But that's rarely what they end up with.