Social Security

Retirement investors should learn how to balance the different risks to their portfolio instead of avoiding them altogether.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.

Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.

IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.

IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.

Working 30 years instead of 29 will yield a fractional monthly benefit increase—"like by 1/29th"—says one expert, who also notes how get a good idea of future benefit

Working 30 years instead of 29 will yield a fractional monthly benefit increase—"like by 1/29th"—says one expert, who also notes how get a good idea of future benefit

Seniors are advised to get health insurance to complement their Medicare coverage and hire a health care advocate and billing specialist.

Seniors are advised to get health insurance to complement their Medicare coverage and hire a health care advocate and billing specialist.

Retirement investors who need to decide whether to sell depreciated stocks or ride out a declining market should make a decision based on their investing goals, says strategist.

Retirement investors who need to decide whether to sell depreciated stocks or ride out a declining market should make a decision based on their investing goals, says strategist.

Seniors may delay the benefit for increased payout in the future if they have other income sources, they are healthy, or interest rates are high.

Seniors may delay the benefit for increased payout in the future if they have other income sources, they are healthy, or interest rates are high.

An expert warns that investors will have to contend with lower returns in the future, as stocks are currently high-priced.

An expert warns that investors will have to contend with lower returns in the future, as stocks are currently high-priced.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

While clients experience various benefits as they age, they still owe taxes after exiting the workforce.