Many middle-class retirees followed popular advice and later regretted it. See which claiming choices cut lifetime income and ...

Review these key documents to ensure you get the most from Social Security benefits and avoid costly mistakes that could ...

A 23% benefit cut, retroactive payments, and new tax rules may impact when you should claim Social Security. These five ...

Approximately 40% of Social Security beneficiaries continue to work after claiming their benefits, indicating that, in many ...

A national survey shows that 90% of Americans plan to ignore this key piece of retirement money advice. Find out why and what ...

The 2026 Social Security cost-of-living adjustment (COLA) is 2.8%. This is the increase all Social Security beneficiaries, ...

Social Security is a popular but expensive program. With the trust fund facing depletion in just a few years, experts have ...

In 2025, you will often see a tale of two retirements. One of them is represented by the story of Jean Hullihan, a former ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Social Security changes in 2026 include a cost-of-living increase and an increase in the maximum benefit recipients can get.

Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity annuity contract, or QLAC. You buy the annuity with pretax money (up to a ...

You get choices when it comes to claiming Social Security. Your benefits are yours to collect without a reduction once you ...