Retirement planning

Advisors' most pressing questions on the proposal get answers from SEI's head of practice management solutions.

Many investors are improperly using target-date funds and are losing the "set it and forget it" benefit; plus, what Social Security checks will look like if cuts are made.

New research highlights gender gap, as experts call for more financial education in the workplace and policy changes to address retirement security.

Three in five retirees cite staying mentally active as the reason they want to continue working; plus, if clients work in retirement, they should keep this in mind.

Advisors are now recommending reverse mortgages as a good option for clients to boost their retirement income, thanks to new housing rules; plus, how not to let divorce derail your clients' retirement plans.

Employers can help their workers cope with their student loan debt while saving for retirement by using a new benefit platform; plus, why too much guaranteed retirement income can be a bad thing.

Women are 80% more likely than men to end up poor when they reach the age of 65; plus, why target-date funds are falling short.

Clients who file for spousal benefits may also qualify for six months of back benefits, but they have to know to ask, according to our latest installment of Social Security Clinic.

A Roth IRA is an effective tool that senior clients can include in their estate plan; plus, a strategy for required minimum distributions that an affluent retiree doesn't need.