Social Security

Older Americans would be subject to an "age tax" under the Senate legislation designed to revamp the Affordable Care Act, says an expert with the AARP.

Setting up an investment account for every newborn, with the federal government seeding it with $7,000, might be a solution to the looming Social Security crisis, says expert.

Retirees are advised to adopt a less aggressive approach to investing and reduce their risk exposure.

Clients should not underestimate the impact of taxes on their income after they retire, as their tax liability could reduce substantially their net earnings.

The Senior Citizens League says that seniors on Social Security can expect an increase in cost of living adjustments not seen since 2012.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

Women often have more years of low income—or no income—at some point in their careers.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

An expert warns that "the buy, hold and forget" strategy would only work in bull market conditions.