Tax

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.

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.

As mergers and acquisition of employee benefit brokerages continue at a strong pace, agency owners face a tough decision: retire or adapt.

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

Because next year will be too late.

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.

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.