Retirement

Most Americans maintain or even increase their spendable incomes after they started collecting Social Security, according to one of the experts who conducted a study.

Clients may leave an adviser's office with a terrific filing strategy. But the actual process can prove daunting. Here's how missteps can be avoided.

Delayed retirement credits only accrue to age 70, but there still may be tax issues to consider.

ESG investing is one way to motivate young clients and boost their contributions.

Retirees are vulnerable to financial exploitation as the government has no formal systems for complaints and interventions.

The new retirement system will allow for 401(k)-type savings and provide financial education services to help military personnel make better investing decisions.

There is no guarantee that TDFs generate the needed returns, and these funds may have hidden multiple fees, an expert explains.

A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.

They can direct the payments to fund life insurance that they can use for estate taxes, charitable gifts and leave as a legacy for their loved ones.

Top eMoney executives said investments it has made to comply with the Labor Department’s fiduciary regulation will likely stick regardless of its fate.

Retirement looks bleak for many Americans and the Trump administration does not seem to be part of the solution, according to this opinion article.

Clients can claim airfare, lodging fees and half the cost of their meals as long as they can prove the trip is for work.

The accounting method can deliver attractive savings, along with protecting nature or farmland.

Couples may choose a survivorship option when collecting pension benefits, although this could result in a lower monthly payment.

A new campaign, which highlights the toll investors may face from conflicted retirement advice, is designed to win grass-roots and government support for the regulation.

A couple who expects to earn a bigger income in the future is advised to convert part of their IRA into a Roth now while they are in a lower tax bracket.

401(k) participants can create a pension-like source of retirement income by using a portion of their assets to buy a longevity income annuity.

Dependent care flex spending accounts can help clients mitigate child care costs, but also reduce tax credits otherwise available.

Increased longevity will challenge the performance and use of products, said Sri Reddy, head of full service investments at Prudential Retirement.