Editorial Staff

Underestimating longevity is one of the blunders that clients should be careful not to make.

Planners share what they've been sending clients, colleagues and peers.

Clients should consider switching to a Roth IRA or Roth 401(k) as investment growth and distributions are not subject to tax.

Although clients pay taxes on the contributions they make, they can still expect tax savings as their money grows tax-free and future distributions are exempt from taxes.

Although retirement investors lose from the decline in bonds' value, they stand to gain from the rising payouts from 10-year Treasury bonds.

Whether clients are naughty or nice, the season provides a great opportunity to show them how much their business is appreciated.

The total retirement funds of 100 CEOs can match the combined nest eggs of 41% of U.S. households that saved the least for retirement.

Investors are advised to reduce their risk capacity and get their portfolio ready for the distribution phase once they are within five years of their retirement.

While delaying Social Security can maximize retirement benefits and boost income, some clients have financial circumstances that make an early retirement a better option.

From regulators to technology providers to CEOs, these are the players who will remake wealth management in 2017.

Advisers and experts offer insights about the changes and issues the industry will face next year.

Clients can claim a tax deduction for Medicare premium payments and contribute to a tax-advantaged spousal IRA if they continue working.

Clients in this situation will need to gather a lot of paperwork, including at least eight certified copies of the spouse's death certificate for life insurance, among other reasons.

It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.

If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.

A well-rounded approach wins the day with the annual advisor ranking. No one-trick ponies allowed, as multiple metrics count toward advisors' scores, including AUM, production, growth and fee business.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.