Retirement planning

Retirees are better off taking withdrawals from their retirement accounts in their 60s so they spread out their tax liability.

Help could be on the way for retirement-age clients asking prickly questions about coverage options.

Seniors who want to relocate in retirement to a different place from what their spouse prefers may opt to maintain two homes.

Popular microinvesting apps targeting novice investors are charging total fees well in excess of other options, says an industry observer.

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

Four key features of the program hinge on reaching full retirement age.

The right strategies can make all the difference for advisers.

Setting up an investment account for every newborn, with the federal government seeding it with $7,000, might be a solution to the looming Social Security crisis, says expert.

Retirees are advised to adopt a less aggressive approach to investing and reduce their risk exposure.

Clients should not underestimate the impact of taxes on their income after they retire, as their tax liability could reduce substantially their net earnings.

Retirees who retire before 65 and want to reduce their premiums are advised to keep their taxable income between $12,060 and $48,240 (for singles) or $16,240 and $64,960 (married couples).

The Senior Citizens League says that seniors on Social Security can expect an increase in cost of living adjustments not seen since 2012.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Three index funds may be all clients need. But that's rarely what they end up with.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

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.