IRAs

Clients who outlive their retirement savings are among those most at risk.

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.

Just 62% of women are protected compared to 76% of their male counterparts, research shows.

Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.

The Czech Republic, Portugal, Slovenia, and Canada are among the top 10 most peaceful places for seniors to settle down.

“Do yourself a favor and start saving early,” an expert says.

“We can’t overestimate the influence of having access to employer-sponsored retirement plans," an expert says.

The Labor Department is poised to release a rule that would make it easier for small businesses to establish a multi-employer 401(k) plan for their workers.

After a booking error by an advisor, a client barely avoided being taxed on $500,000 and dodged more than $200,000 in taxes and penalties.

Over the last four decades, the average income of retiree households significantly outpaced those still in the workforce.

Before saving for retirement, young investors are advised to pay down high-interest debts and build an emergency fund, an expert says.

Overall donations to charity organizations fell by 1.7%, while total individual giving decreased by 1.1%, the first drop since 2013.

They may look good on paper, but such investments also come with thorny challenges.

If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.

Clients can use Roth IRAs, 529 plans and — yes — life insurance to give their children a head start.

An otherwise simple strategy has many pitfalls.

A client's retirement savings depends on four key factors, says the leading RIA executive.

It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.

Traditional lenders usually refused cash-strapped minority seniors, which explains why they became such easy prey, an expert says.

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.