Social Security benefits

Some people have a hard time getting their one-time pass code to log on to their My Social Security account.

The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

Social Security benefits will increase 2.8% next year, but some retirees will not see a rise in their retirement paycheck because of Medicare's hold-harmless provision.

Retirees could end up paying taxes on the majority of their Social Security benefits when certain conditions are met.

The number of older Americans who are carrying student loan debt into retirement has grown to 2.8 million from 700,000 in 2005.

Conventional wisdom says to wait as long as possible to claim retirement benefits, but there are exceptions to the rule.

While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.

There are hundreds of rules and claiming strategies – the wrong one can have major repercussions.

Workers are advised to contribute enough to their workplace plans to get the match even while paying off their college debt.