Retirement planning

Tapping into these plans is one method used to prevent bankruptcy.

The strategy only applies to investments held in taxable, not tax-favored, retirement accounts.

Advisors are ensuring that multibillion dollar estates go exactly where HNW clients want them to go.

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.

The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline.

Just over half of clients expect it will be harder for the next generation in their family to feel comfortable financially.

Advisors who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.

New survey reveals low savings rates and poor financial literacy on retirement planning, but advisors can help.

Clients who owe the IRS should pay their taxes by April 15 even if they have already secured an extension.