Retirement scan

After the Fed raised rates, many market participants with fixed-income-heavy investment mixes are wondering what a period of rising interest rates could mean for their portfolios.

Municipal bonds can be a more lucrative option for some retirement savers than comparable, higher-yielding bonds.

“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.

Seniors receiving pension payments should ensure that their tax withholding is enough to cover the tax liability on the income and avoid trouble with the IRS.

Contrary to what many people think, Social Security will continue to pay benefit payouts to future retirees even after the program exhausts its trust funds by 2034, says expert.

A portion of retirees’ Social Security benefits may be taxed at the federal level if their combined income exceeds a certain limit.

One may have lots of disposable income, while the other may have to rely on taxable distributions.

We have multiple goals in life and should be able to handle short-term debts and long-term goals without sacrificing one for the other, says one expert.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.

The gig economy ushered in a new way of working, which in turn has ushered in a new way of retiring.

About 4.3 million of the 18 million workers in the 55-64 age bracket are likely to live in poverty once they reach 65, according to a study.

The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.

To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”

Workers who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.

Historical simulations show that the value of investing in these accounts is getting an average of 1.7% in additional earnings.

Short-term returns are mostly noise, which, by definition, largely cancels itself out over time

Short-term returns are mostly noise, which, by definition, largely cancels itself out over time

A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.

A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.