Gauging how long your clients will live has major consequences for retirement planning.
Benefit reductions apply only to workers who did not pay FICA taxes.
The brief golden age of retirement is over, but investing legend Charles Ellis outlines solutions to a potential crisis.
Opposing state efforts to roll out auto retirement plans is disappointing at the least.
Couples file suit against agency, as Social Security attempts to recoup benefit overpayments.
Central questions, as in many such cases, will be whether Ernie Banks was of sound mind
Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits
As many as 800,000 taxpayers received tax documents with erroneous information.
<i>Breakfast with Benjamin</i>: Supply and demand math could mean $10 oil. Plus: Eric Holder takes a parting shot at Wall Street, SEC filings show how hedge funds did and didn't navigate the markets, and it's hard to bet against sin stocks.
Advisers ask what happens to benefits when clients retire before 62.
Downsizing is a myth, one study finds: A third of retirees bought bigger houses.
Discovering a freedom threshold and dispelling the downsizing myth
Put down your box of receipts and check out these tools.
Annual survey by Pensions & Investments finds DC plans gained 12.8% last year, driven mostly by market gains.
If clients fit the requirements, now is the time for them to take action and reduce unnecessary medical spending and hassles
Combine tax-efficient withdrawals and Social Security claiming strategies to improve retirement outcomes.
Guaranteed lifetime withdrawal benefits are back
Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.
One artist's precipitous fall is a reminder that art can be a fundamentally fickle asset. So, buy it because you love it.
Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons
