Retirement

Clients may pay taxes on their Social Security Disability Insurance benefits if 50% of the benefits and their other income exceed certain thresholds.

Clients planning to live in assisted living communities during retirement should know which states are pricier than others.

Acting as a fiduciary when a client decides whether to put a company’s retirement funds in an IRA involves considering these important variables.

Some private insurance companies now offer Medicare Advantage plans, which offer many of the same benefits as the coverage in Part A and Part B.

Long-term investors have nothing to fear when it comes to short-term market volatility.

Despite increases in the cost of living for the elderly, clients may find affordable options even within the most expensive states.

A client says if he had been told he was eligible for a lump-sum payment for back benefits, he would gladly have taken it, even if it meant a reduced monthly benefit for life.

Even FINRA has loosened up about broaching the subject with older clients.

Many Americans stop working before age 70 for health reasons. In one study, nearly 80% of workers who stop working before age 65 do so for their own health or to care for a family member.

For clients considering long-term care options, a move may be appealing if they find care options in other states that can help them save down the road.

Be careful with Social Security and Medicare. Missteps can hurt client relationships.

Save clients big headaches by being aware of these RMD-related errors.

Retirement may begin with a choice between starting benefits or taking distributions.

Modifying popular claiming strategies opens up new client opportunities.

Help clients fix a common problem with nondeductible contributions.

Help clients fix a common problem with nondeductible contributions.

Advisers may need to devise strategies that work with shaky finances. Here are three realities to consider.

Advisers may need to devise strategies that work with shaky finances. Here are three realities to consider.

Clients may beg advisers to help them beat the market, but that isn’t a real strategy.

Clients may beg advisers to help them beat the market, but that isn’t a real strategy.