Editorial Staff

Clients can claim a tax deduction for Medicare premium payments and contribute to a tax-advantaged spousal IRA if they continue working.

Clients can claim a tax deduction for Medicare premium payments and contribute to a tax-advantaged spousal IRA if they continue working.

Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.

Clients in this situation will need to gather a lot of paperwork, including at least eight certified copies of the spouse's death certificate for life insurance, among other reasons.

Clients in this situation will need to gather a lot of paperwork, including at least eight certified copies of the spouse's death certificate for life insurance, among other reasons.

It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.

It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.

If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.