IRAs

The order is for the Treasury Department to review rules that require mandatory distributions to begin when someone turns 70 1/2, and to make it easier for small businesses to offer 401(k) plans.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

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.

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.

Thought we were done with the tax overhaul? Think again.

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

Always check and update the beneficiary forms.

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.

The independent robo is now offering advisors paperless account rollovers for clients that can be completed in a minute.

Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.

Couples born many years apart need extra guidance as they prepare for their post-work lives.

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.

Retirees between the ages 59½ and 70½ should consider the Roth IRA conversion strategy, an expert says.

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.

Failing to monitor reinvested dividends could boost their tax bills.

More than two-thirds of retirees are making this mistake because they don't have a sustainable withdrawal plan, according to a new study.