401(k)

A bond subsector worth looking at. Plus, help clients keep what they owe the government to a minimum with a roadmap for drawing down assets.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

While clients experience various benefits as they age, they still owe taxes after exiting the workforce.

A line-by-line review of this form can spark a broader financial review that benefits clients. Plus, turn medical expenses into deductions for the elderly.

Retirees may want to roll over a portion of their traditional IRA into a Roth IRA or use their IRA funds to buy a qualified longevity annuity contract.

Major home and car repairs are among the unexpected expenses that catch many retirees financially off-guard.

High-yielding investments come with a significant risk, as exemplified by ETFs that own energy-focused master limited partnerships.

Investors should rebalance their portfolio, consider investing in foreign markets and avoid trendy ways to minimize risk. Find out what they shouldn’t do.

Retirees who opt to manage their investments are advised to streamline their portfolio maintenance into a process that they can roll out toward the year's end.