Retirement planning

Contrary to what some people think, their tax burden may not decline after leaving the workplace for good.

Vault and Retiremap are launching products this week that are designed to help people stash cash where they can.

An expert warns that "the buy, hold and forget" strategy would only work in bull market conditions.

Leading RIA custodian is warning that BIC disclosures, legal liability in second wave of DoL rule could be devastating for small advisers.

Seniors who have remarried may still qualify for a Social Security divorced spousal benefit on their ex-spouse's record.

Retirees are automatically enrolled in Medicare by the time they reach 65 if they are already collecting their Social Security benefits.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.