Social Security

A client dramatically increases her retirement income, thanks to guidance from her advisor.

“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.

Seniors receiving pension payments should ensure that their tax withholding is enough to cover the tax liability on the income and avoid trouble with the IRS.

Contrary to what many people think, Social Security will continue to pay benefit payouts to future retirees even after the program exhausts its trust funds by 2034, says expert.

A portion of retirees’ Social Security benefits may be taxed at the federal level if their combined income exceeds a certain limit.

Consultant and author Brian Doherty explains why Social Security is in relatively good shape. In fact, his worst-case scenario isn't even possible until long after you’re dead.

One may have lots of disposable income, while the other may have to rely on taxable distributions.

Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

Once the asset reserves of the twin trust funds become depleted, 79% of the benefits would be payable from the funds’ projected income at that time.