Social Security

Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.

Retirement investors should learn how to balance the different risks to their portfolio instead of avoiding them altogether.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.

While many are woefully uninformed about the mechanics of Social Security, better information alone is not enough to guarantee better claiming behavior.

Two planners spell out the common psychological biases that prevent clients from maximizing their benefits.

IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.

Tiny COLA increases set for 2017; taxable earnings threshold also raised, making tax less regressive.

Working 30 years instead of 29 will yield a fractional monthly benefit increase — "like by 1/29th" — says an expert, who also notes how get a good idea of future benefit

Seniors are advised to get health insurance to complement their Medicare coverage and hire a health care advocate and billing specialist.