Retirement planning

ETFs with specific approaches can yield tactical dividends.

Acquiring a retirement savings tool provider allows the app to broaden its offerings to millennial clients.

Here are some traditional and under-the-radar ways to help clients earn more after taxes.

Clients should learn to reduce their housing, transportation and food costs, cut unnecessary expenses, and develop the habit of packing their lunch to work.

A quick look inside the proposed Tax Cuts and Jobs Act.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Clients should search the Department of Labor's Form 5500 filings to get their former employer's contact information.

The bill will include “no changes” to popular 401(k) retirement plans, according to a House memo, and it’s not expected to repeal the Obamacare individual mandate.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.

The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.

The cost of home care is up over 6% this year nationwide. Are your clients living in an even more expensive state?

New solutions offer plenty of features but lack focus.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

Clients, particularly those who are nearing retirement, might be drawn to these 12 cities, but the combination of housing costs, local wages and other market forces is making home purchasing power disappear.

The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.

The government should promote universal access to retirement savings and give Americans more options for the spend-down phase of retirement, according to the study.

One option for clients to consider is municipal bonds, which offer tax-free yields.