As we’ve seen from recent tax proposals, Congress has retirement accounts in its sights for future tax increases, especially the larger IRAs. We know what the tax rules and tax rates are for 2021, but advisers can also help clients ...

The Social Security Administration announced Wednesday that retirement benefits will increase by 5.9% in 2022, the largest cost-of-living adjustment in 40 years. Social Security benefits rise automatically when the consumer price index for urban workers increases in the third quarter ...

With gray divorce on the rise among American couples who are 50 and older, it’s important for financial advisers to be aware of the complicated Social Security rules regarding claiming options for ex-spouses and surviving ex-spouses. One reader recently asked ...