Lee Conrad

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

In an industry that’s all relative, sometimes a 14% return puts you near the bottom of the pile.

Adding five years to their working years will enable clients to replace their pre-retirement income by up to 90% instead of 60% in some cases.

Many U.S. stock funds posted double-digit percentage gains, but international equities fared even better. Which were the biggest winners?

Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.

Retirees should stick to their strategies and diversify their portfolios with various sources of income.

The funded ratio for defined benefit plans at Fortune 1,000 firms rose to 83% at the end of 2017, a new report says.

The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.

One strategy to enhance financial prospects is to get a part-time job via the gig economy.

It paid in 2017 to be a penny-pinching retiree because target-date funds dominate the cross-section of profitable and cheap.

Many millennials find it difficult to think beyond their student debt, which averages $32,731 with an average monthly payment of $393, according to the Federal Reserve.

If clients miss an RMD, they will be subject to a penalty equal to half the amount they should have taken, and they'll still owe ordinary income taxes on distributions.

When giving cash gifts to grandchildren this holiday season, clients have options that can also help minimize their estate taxes in the future.

Fixed indexed annuities guarantees minimal investment returns amid a down market, but investing in them still carries some risk.

Regulatory decisions, whistle-blower cases and acquisitions will define wealth management in 2018, and the people here will be the decision-makers who remake the industry.

Passive funds are the decisive victor in attracting cash.

With the right steps, clients can reduce their tax liability, as well as new sources of retirement income with different tax treatments,

If clients set aside a portion of earnings in a 401(k) or IRA, taxes weren't forgiven, just deferred. They'll still owe money to the IRS at some point.

While clients cannot determine their health care expenses and taxes in retirement, they can improve their prospects by minimizing investment fees and diversifying their portfolios.

Small firms are allowed to set up multiple-employer plans, but the government needs to "simplify and rationalize the rules" for these types of plans, says an expert.