Social Security

The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.

Employees aged 50 and above would no longer be able to make catch-up contributions on a pretax basis to their retirement plans under the Senate version of the GOP tax proposal.

The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Clients should search the Department of Labor's Form 5500 filings to get their former employer's contact information.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.

Clients' statements have invaluable information and are a great launch pad for discussing retirement planning.

Health care costs are on the rise and Social Security's cost-of-living adjustment isn't enough to keep up with the rising medical costs.

Despite impressive aggregate numbers, the median value of a 401(k) account for someone 65 and over is about $60,000.

The government should promote universal access to retirement savings and give Americans more options for the spend-down phase of retirement, according to the study.

Although retirees need to protect their savings to avoid losing money, extreme aversion to loss could do more harm than good.

If a family contributes approximately $6,000 per year to an HSA, compounded at 6% growth for 20 years, that's $234,000 at retirement, says expert.

Retirees can change their Part D prescription-drug plans, Advantage plans, and/or switch from traditional Medicare to Medicare Advantage during open enrollment, which ends December 7.

The average recipient will receive $25 more a month in 2018.

About 28% of seniors polled by Nationwide claimed that their lives worsened after they retired.

The annual cost-of-living adjustment could increase by as much as 2% due to inflation spurred by recent hurricanes.

Social Security, pension type, and education are factors that have contributed to the rise in the retirement age since the mid-1980s.

Most retirees said they adapted to their situation of having limited retirement income and they have had few regrets, according to a survey.