401(k)

In many ways, the restricted application is similar to the old file and suspend strategy, which was disallowed in 2016. However, there is one big difference.

Seniors who intend to get a Medigap policy to supplement their traditional Medicare coverage may have trouble getting one.

Clients may want a new plan if there have been unfavorable changes to their old plans, they want more flexibility or because of a new illness.

A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.

Federal employees who retire during the partial government shutdown would have to wait a longer time to take retirement distributions from their savings plans.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

Working longer and taking on a part-time job are two of the simple strategies for seniors to curb the impact of a market correction. But there are other tips to consider as well.

If your client's goal is to save more for retirement, there are some simple steps they can take to make that resolution stick.

When your clients say they want to invest like celebrity billionaires, point out that they already have one thing in common — some years are good, some are bad.