Social Security

This could help explain to clients why most should probably wait until 70 to collect benefits.

Back Social Security benefits are often overlooked – how to help clients collect.

Clients really can spend more now and have more later by delaying when they begin payments.

Clients really can spend more now and have more later by delaying when they begin payments.

Modifying popular claiming strategies opens up new client opportunities.

The best way to cut the tax bill is to pull from a variety of income sources.

The best way to cut the tax bill is to pull from a variety of income sources.

Long-term-care insurance could be bought using people's 401(k) funds and should impose no penalty for early withdrawals, say experts at the Bipartisan Policy Center.

Very few retirees have incomes that equal 70% of what they earned in their working years.