Social Security

A retiree says if he had been told he was eligible for a lump sum payment, he would have gladly taken it.

For one strategy, clients should create income streams that have built-in protection, such as Social Security and long-term insurance.

A proposed 22.3% increase in Medicare Part B premiums, if approved, will automatically be deducted from retirees' monthly checks.

The claiming process has become more complex. Here's how these programs can cut through the clutter.

The claiming process has become more complex. Here's how these programs can cut through the clutter.

In about 30% of large companies, seniors can opt to work part-time or engage in job sharing with co-workers.

By educating themselves and clients about these possibilities, advisers can diffuse some retirement planning worries.

Advisers must be well-versed in the intricate rules and options that are available.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

Advisers must be well-versed in the intricate rules and options that are available.