Retirement planning

Advise your clients to “auto-pilot” their retirement savings for needs in their golden years; plus thinking your clients are spending less after retirement, think again.

The industry's leading lobbying group, SIFMA, says that the Labor Department's fiduciary proposal would result in a messy regulatory framework that could spur the SEC to restore order to the chaos.

With its acquisition of Honest Dollar, Goldman wades into a crowded space.

Advise clients to maximize the contributions to their IRA, 401(k) and other plans; plus, will a 401(k) keep clients from contributing to a Roth IRA?

These tips may take the bite out of individual income tax rate increases recently passed by Congress, says a leading retirement strategist.

Seniors may be exempt if they already hold “creditable” prescription drug coverage; plus, taxes on Social Security can be a costly surprise.

All advisors should familiarize themselves with the rule's likely changes to ERISA.

Advisors should start getting up to speed now if they want to keep their heads above water when the rule begins to be implemented later this year, experts say.

Each type of account has its strengths so clients who can contribute to both will make the most of the benefits; plus, the advantages of downsizing.

The federal government's failure to pass adequate measures to address the looming retirement crisis may prompt states to create their own programs, one researcher writes; plus, can clients have two 401(k) plans at the same time?