Social Security

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

They are advised to max out tax-deductible contributions to their 401(k) plan and IRA to pay less in taxes this year.

They are advised to max out tax-deductible contributions to their 401(k) plan and IRA to pay less in taxes this year.

Few advisers consider improved long-term tax planning benefits in strategy discussions, says Affinity’s Greg Gagne.

As many as 30% of accounts are either abandoned or lost because many providers can no longer locate the account holders.

As many as 30% of accounts are either abandoned or lost because many providers can no longer locate the account holders.

For Americans, few decisions are as financially consequential as choosing when to take Social Security. Or as hard.

Creating an irrevocable trust is an option for elders to protect themselves from people who want to take advantage of their declining health and benefit from their wealth.

Creating an irrevocable trust is an option for elders to protect themselves from people who want to take advantage of their declining health and benefit from their wealth.