Social Security

Clients should work together with their spouses and plan as a couple to develop a Social Security claiming strategy that will maximize their retirement benefits.

The government should tax the health insurance that employers provide to employees to generate revenue to fix Social Security's financial woes, says Harvard professor.

To avoid paying high fees, retirement savers should ensure that their plan administrator is a no-load fund company and avoid overpriced house funds.

Retirement investors can use their loss carryforward to write off the taxes triggered by a Roth IRA conversion.

Although the market continues to rally, a possible setback remains likely and retirement investors should be ready for this scenario.

Although the market continues to rally, a possible setback remains likely and retirement investors should be ready for this scenario.

Retirees are better off taking withdrawals from their retirement accounts in their 60s so they spread out their tax liability.

Those who leave the workforce are better off taking withdrawals from their accounts in their 60s so they spread out their tax liability.

Seniors who want to relocate in retirement to a different place from what their spouse prefers may opt to maintain two homes.

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.