Retirement Planning

Hurry! Tax-Planning Tips to Act on Now
Before the year comes to a close, advisors should check with clients to ensure they're minimizing tax liabilities.
Fidelity's new program includes a discount on a service that monitors elderly clients' financial transactions for suspicious activity. Read More »
Many women contribute to their workplace retirement plans, but are also are very concerned about not being able to retire when and how they want to, implying that they may not be saving enough to feel secure about reaching their retirement goals. Read More »
Advisors can assist their aging clients having a hard time keeping a family-run business in the family. Read More »
Whenever markets drop, clients start clamoring to hold gold in their IRAs. Here’s what to tell them. Read More »
When it comes to collecting Social Security benefits, here are 11 keen insights from experts on how clients can get the most out of this entitlement. Read More »
Through strategic partnerships, Fintech firms are establishing a bigger toehold in the world of traditional wealth management firms. Read More »
With little practice, retirement income planning beginners can use Last Advisor's simple platform and a create plans in well under an hour. Read More »
When, and when not, to use stop-loss orders to determine the maximum loss for selling a security; Plus, how smart retirement investors profited from the August market plunge. Read More »
If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from. Read More »
How to reduce the tax hit on investments made by clients. Plus: Setting up private trust companies for tax savings and other benefits, and harvesting tax losses. Read More »
Advisors may want to help clients research charitable giving, which overall could top $8 trillion as more baby boomers retire, according to a new study from Merrill Lynch and Age Wave. Advisors can help clients with their research. Read More »
"If I said I had worked for AT&T for 33 years, anybody would ask me, 'Well, when are you going to retire?' But our industry is unique. It's not like a utility company, where after 30 or 35 years, you're done," says Larry Palmer, an advisor at Morgan Stanley. Read More »
Slide ShowsSee All »
Current IssueView Past Issues »
VideoSee All »
Conferences & EventsSee All »
Oct 14, 2015
Nov 3-5, 2015
The Broadmoor Hotel in Colorado Springs, Colorado
Nov 4-5, 2015
New York Hilton Midtown, New York, NY