401(k)

Along with other decisions, dating the amount of money they need to withdraw would help them in retirement planning and spending.

This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.

Seniors can claim tax deductions for payments made on their homes, allowing them to reduce their tax burden when they retire.

It is important for entrepreneurs to have an exit strategy and to take control of their debt.

Ill-prepared investors are advised to vigorously plan their expenses and aggressively save in their 401(k)s and IRAs.

More clients are opting to work after they retire "to stay active and contribute professionally while also supplementing their income.”

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

Knowledgeably navigating 401(k) and IRA movements can have a massive impact on tax burdens — and the client relationship.

Higher-than-anticipated health-care costs are among the most unexpected expenditures clients face in retirement.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.