Editorial Staff

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Contrary to what some people think, their tax burden may not decline after leaving the workplace for good.

An expert warns that "the buy, hold and forget" strategy would only work in bull market conditions.

Many people plan to have an active lifestyle in retirement, but are not engaging in activities to stay fit.

More advisers usually means more overall revenue, but not always. See how the TPMs compare on both metrics.

Spoiler alert: LPL has the highest AUM. That's no surprise, but where do the others rank? Scroll through to find out.

Seniors who have remarried may still qualify for a Social Security divorced spousal benefit on their ex-spouse's record.

Retirees are automatically enrolled in Medicare by the time they reach 65 if they are already collecting their Social Security benefits.

Couples would be better off retiring at the same time, as they face major life changes together. And leaving a career-driven spouse at home in retirement can throw a marriage out of whack.

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

Emotion-driven decisions may result in portfolios that retirees find palatable, but they are also likely to result in lower returns.

Tapping a 401(k) isn’t good idea, so it would need to be the lesser of two or more evils. And they “would have to be pretty evil evils," says an expert.

Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn overcame some common pitfalls.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.

These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.

Seniors are advised to sign up for Medicare when they are about to reach the age of 65, or they face a hefty penalty for the rest of their golden years.

President Trump's budget is expected to call for spending cuts on programs intended to help poor households, while keeping Medicare and other programs designed to assist older people.

More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.

Millennials change jobs more than older generations, but thinking about the future is not a huge priority.