Social Security

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

Seniors need to be mindful of enrollment deadlines with Medicare.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

Seniors should have socked away at least 10 times their salary in their retirement accounts by the time they retire to secure their golden years.

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forego the least amount of money.

Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved.

The worry that many feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says an expert.

Although the cost of living adjustment increased 2% this year, half of retirees cannot expect a substantial increase in their benefits.

Despite the bumpy ride for 401(k) plans in the first half of this year, some analysts say investors can expect a better scenario for the remainder of 2018.

Debt among 65-year-olds has increased by 48% between 2003 and 2015, according to research by the Federal Reserve Bank of New York.