Retirement planning

Why seniors and physicians must overcome their fears of discussing end-of-life care; plus, how to plan for a client's retirement in their 60s.

Planning early helped contribute to the success of retirees who are living a happy life; plus, when it's ok to ignore the gospel on retirement

New reporting requirements allow the feds to focus on hard-to-value holdings in order to boost taxable required minimum distributions.

An absence of pensions has prompted older workers to increase their working hours and stay longer in the workplace, a recent study finds; plus, how your clients can plan for retirement in their 50s.

One retirement plan advisory firm's digital approach offers product providers a lesson on how to overcome the client education gap and reinvigorate the learning process.

Retirees may withdraw their application within 12 months of receiving their first monthly Social Security check; plus, three ways to be smarter about drawing retirement income.

Many clients and potential clients are far from being on track in saving for retirement – but does that make a happy retirement impossible? Here are three quick strategies to help get your overspending clients reaching for their credit cards a little less frequently.

Good news: We’re all living longer. Bad news: Retirement is more complicated. Convincing clients on employers’ sponsored plans to work just a little bit longer can help get them an edge on saving. Here’s why.

Millennials may not yet have significant savings, but with a huge wealth transfer occurring, it's smart for advisors to show them how to get moving. Here are 3 tips to get younger clients started.