Retirement scan

Make sure clients understand that a 401(k) rollover could trigger a hefty tax bill, and that liquidating assets before the age of 59 1/2 could mean a hefty penalty.

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.

Seniors are advised to withdraw from taxable and other retirement accounts before taking distributions from their HSA.

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.

Employers' 401(k) matching contributions this year are likely to reach 4.7% of worker's pay, up from 3% in 2009.

Employers' 401(k) matching contributions this year are likely to reach 4.7% of worker's pay, up from 3% in 2009.

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.