Retirement planning

Without diversifying cash flows across four key categories, retirees might be taking on too much risk, Michael Kitces writes.

Retirees who opt to defer their Social Security and pension benefits and have no taxable income may want to sell securities outside their retirement accounts.

Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

Retirees may opt for current market valuation or their funded ratio as the basis for the allocation.

10 planning strategies from analysts and experts.

Americans aged 50 and older would pay bigger health insurance premiums under the new health care bill that cleared the House of Representatives.

For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.

It’s better to have these conversations long before your clients need to use a policy.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.