Editorial Staff

Retirees are better off taking withdrawals from their retirement accounts in their 60s so they spread out their tax liability.

Seniors who want to relocate in retirement to a different place from what their spouse prefers may opt to maintain two homes.

Here’s how receiving investments on a stepped-up cost basis can save a client’s inheritance.

Although traditional IRAs offer upfront tax deductions, clients will have to pay taxes later in life when they likely will be in a higher tax bracket.

Data reported by the Investment Company Institute.

July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.

High-earning seniors are advised to carefully plan when they file for Social Security benefits.

While retirees can start taking 401(k) withdrawals without penalties when they turn 59 1/2, they may want to consider drawing from their taxable accounts for their living expenses.

A majority of advisers (60%) want to diversify using the same investment vehicles regardless of market conditions, yet 27% say today's market makes diversification harder with current asset allocation.

The average score of correct answers was 47%, and only 5% of respondents earned a grade higher than C.