Social Security

Here’s how to avoid the convoluted interplay of factors that can lead to alarmingly high rates.

An absence of pensions has prompted older workers to increase their working hours and stay longer in the workplace, a recent study finds; plus, how your clients can plan for retirement in their 50s.

A handy cheat sheet of some of the most useful Social Security planning strategies.

As they reach retirement, clients particularly need help in this area. Get yourself situated to help them.

Soon-to-be extinct strategies, facts and trends advisors should keep in mind when working on retirement and tax planning.