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
Combine tax-efficient withdrawals and Social Security claiming strategies to improve retirement outcomes.
Improved 401(k) plan features have proven successful, but a big challenge remains: how to plug the leakage in plan assets when workers switch jobs.
When considering a Social Security software program, make sure it covers all of your potential client profiles.
Retirement benefits underscore the value of lifetime income, inflation protection.
Ida May Fuller paid in $24.75. Guess how much she got out?
Add one to your bookshelf and refer clients to the other.
How many rules does Social Security have? Try 2,800-plus
