Social Security

Contrary to what many people think, Social Security will continue to pay benefit payouts to future retirees even after the program exhausts its trust funds by 2034, says expert.

A portion of retirees’ Social Security benefits may be taxed at the federal level if their combined income exceeds a certain limit.

One may have lots of disposable income, while the other may have to rely on taxable distributions.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

The gig economy ushered in a new way of working, which in turn has ushered in a new way of retiring.

About 4.3 million of the 18 million workers in the 55-64 age bracket are likely to live in poverty once they reach 65, according to a study.

The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.

To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”

Historical simulations show that the value of investing in these accounts is getting an average of 1.7% in additional earnings.

A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.