Editorial Staff

Those leaving the workforce who want to maximize their nest egg should take advantage of the Rule 72(t) distributions.

While retirees can start taking 401(k) withdrawals without penalties when they turn 59 1/2, they may want to consider drawing from their taxable accounts for their living expenses.

While there are 567 ways to claim benefits, clients are advised to pick a strategy that will maximize a spouse's benefit on their record.

The average score of correct answers was 47%, and only 5% of respondents earned a grade higher than C.

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

Those who expect to stay longer on their jobs could be hurting their prospects, as many people are forced to retire early because of health issues.

One step is to avoid investing the money that they will need within a five-year period.

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.

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.