Retirement planning

Finance for Teachers Network helps advisors provide fiduciary financial advice to educators.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Treasury Secretary Jacob Lew announced that the administration's "myRA" retirement plan will be available nationwide, with an expanded menu of funding options.

If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from.

How to reduce the tax hit on investments made by clients. Plus: Setting up private trust companies for tax savings and other benefits, and harvesting tax losses.

Some investments work best in a taxable account, while others fit well into an IRA or a 401(k).

Advisors may want to help clients research charitable giving, which overall could top $8 trillion as more baby boomers retire, according to a new study from Merrill Lynch and Age Wave. Advisors can help clients with their research.

"If I said I had worked for AT&T for 33 years, anybody would ask me, 'Well, when are you going to retire?' But our industry is unique. It's not like a utility company, where after 30 or 35 years, you're done," says Larry Palmer, an advisor at Morgan Stanley.