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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.
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.
A Roth IRA would come ahead of a traditional IRA if employees move to a higher tax bracket in retirement.
A Roth IRA would come ahead of a traditional IRA if clients move to a higher tax bracket in retirement.
Each plan has pros and cons: Clients who own a Roth IRA for at least 5 years are entitled to penalty-free withdrawals for education expenses, but they'll owe income taxes on those earnings.
Each plan has pros and cons: Clients who own a Roth IRA for at least 5 years are entitled to penalty-free withdrawals for education expenses, but they'll owe income taxes on those earnings.
Medicare costs count as a deductible medical expense, but only if they exceed 7.5% of adjusted gross income.
Almost 50% of the workers polled by EBRI claimed to have less than $25,000 in their retirement accounts.
The stock market has been on a tear which helps explain the rising optimism in retirement optimism.
The stock market has been on a tear, writes a financial analyst, which helps explain the rising optimism.
Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.
Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.
Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.
Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.
Retirees who turned 70 1/2 in 2016 have until April 1 to take required minimum distributions from their tax-deferred retirement accounts.
A retired teacher who receives a state pension in California may still qualify if they paid into the program and earned 40 credits, says a certified financial planner.
Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.
Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.
Getting married could boost couples' retirement prospects as it opens more retirement savings options, such as a spousal IRA.
Getting married could boost couples' retirement prospects as it opens more retirement savings options, such as a spousal IRA.
