Retirement planning

Studies have found that as many as 25% of records contain errors that can reduce benefits.

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.

Although some income is withheld, benefits can be higher down the road.

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.

Watch clients’ eyes light up when they are told about postponing benefits.

To manage risk in the equity markets, advisers should pitch a V-shaped bond tent.

Employees who invest heavily in company stock are commingling their financial capital with their human capital, and making their financial plans unnecessarily risky along the way.

Use these strategies when disability and retirement are both concerns.