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Some experts say that people are living longer past the age of 70 and they should not be forced to make unnecessary taxable withdrawals.
March 31 -
Retirees can suspend and resume their Social Security retirement benefits any time after their full retirement age even if they started collecting the benefit before reaching their FRA.
March 29 -
A majority of baby boomers polled by Bankers Life Center for a Secure Retirement say that the economy has yet to fully recover from the 2007 financial meltdown.
March 29 -
A Roth IRA would come ahead of a traditional IRA if employees move to a higher tax bracket in retirement.
March 28 -
A Roth IRA would come ahead of a traditional IRA if clients move to a higher tax bracket in retirement.
March 28 -
Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.
March 21 -
Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.
March 21 -
Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.
March 20 -
Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.
March 20 -
Retirees who turned 70 1/2 in 2016 have until April 1 to take required minimum distributions from their tax-deferred retirement accounts.
March 17