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Tax-loss harvesting and charitable contributions can lower what retirees owe the IRS.
Boomerang workers may have to rethink their plans for claiming Social Security.
The Retirement Income Style Awareness profile matrix matches clients' preferences with financial solutions.
Most advisers agree they should be providing health care advice, but they say they need better tools.
Widows and widowers can boost their survivor benefits by waiting until their full retirement age to claim.
As clients consider the different types of coverage, they need to ask the correct questions and observe sign-up deadlines.
It seems like a good time to review the who, what, when and how much of Social Security spousal benefits, and the different rules — and benefit amounts — for spouses versus survivors.
Beware of accidentally disenrolling in Medicare. If you keep Medicare coverage, you will need to pay your premiums directly to CMS.
Social Security's earnings restrictions disappear once individuals reach their full retirement age, but FICA taxes on income do not.
As insurers push prices on LTC policies higher, individuals must weigh their policy options to maintain protection at an affordable price.
Financial planning pioneers share their experiences and wisdom on the challenges of retirement.
Current inflationary trends point to the biggest benefit increase in 41 years, with June CPI showing a 9.1% jump over the last 12 months.
Advisers often ask whether there's a way to minimize payroll taxes for small-business owners while maximizing future Social Security benefits.
Congress continues to ignore the fact that Social Security's trust fund is expected to run out of money in 2035, which would result in a 20% cut in benefits.
A projected 20% benefit cut in 2035 could significantly reduce lifetime income for younger workers, according to a new paper from HealthView Services.
Filing for benefits online can help individuals avoid faulty guidance from well-meaning Social Security Administration reps.
A new study finds that tax incentives for saving for retirement primarily benefit high-income households.
The latest annual report from the Social Security and Medicare Trustees moves the program's insolvency date back by one year.
Covid-era restrictions mean those traveling overseas should have backup plans for their health care and finances.
But it says that Part B premiums are likely to fall in 2023 as a result of cost savings on Aduhelm, a drug to treat Alzheimer's.