Lee Conrad

Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.

Despite the increase, the figure still represents a small percentage of the 16.1 million accounts that the company manages.

FINRA released internal data in the regulator’s first-ever such report, highlighting changes in the wealth management space.

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.

Divorced women are more financially prepared for retirement than their single, never-married counterparts because they are more likely to secure their marital home after the separation.

Were 300% deals ever sustainable? What can advisors do today? And if you think it’s too late to break away, listen to the story of a 70-year old advisor who made the move. Mindy Diamond offers her insight as we continue the dialogue from our Recruiters Roundtable.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

More than one third of the respondents (37%) save for emergency purposes, while 30% save to secure their retirement. See the reason that tops the list.

Congress is considering seven bills, which if passed, would help Americans improve their retirement prospects.

82% of surviving spouses could have collected a higher benefit if they did things differently with their filing, according to a new report.

States with unfunded public employee retirement obligations will have to rely on real estate property as their ultimate collateral to deal with the risk.

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

Seniors need to be mindful of enrollment deadlines with Medicare.

Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable workers to build savings.

Some funds that were in the black still turned in a poor performance — it’s all relative.