IRAs

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

A retirement coach can help clients create a plan on how they can spend their free time more meaningfully.

IRA investors who turn 70 before June 30 have a little more than a year to make their first withdrawal.

79% of people supported raising the full retirement age to 68 from 67, according to a survey from the University of Maryland, which could reduce benefits even for those who wait until 70 to retire.

Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.

The U.S. ranks poorly among 14 developed nations, with U.S. females having the shortest life spans and U.S. males the second shortest.

The 401(k) and IRA rollover business is going through its own phase of disruption.

The amount a client gets back from the government can go right into an IRA for added benefits now and in the future. Plus, keep a parent's savings alive, even if they're not.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.

There are limits to how much clients can contribute — exceeding these thresholds can result in costly penalties.

Retirees can hear different perspectives from other patients and learn more about their medical conditions.

It's not too late to help clients improve their tax situation for 2016 and beyond.

Clients who want to reduce their expenses during retirement may want to move to a state that doesn’t tax these government benefits.

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.

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.

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.

High-net-worth clients can be baffled by a number of trust vehicles that minimize the tax liability on IRAs. Here’s how advisers can guide them.

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

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.