Retirement planning

Grandchildren won't be able to have their own accounts until they are earning their own income, but they can be named beneficiaries.

Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.

The famed investor recommends 90% large-cap U.S. stock and 10% short-term government bonds. Is it a crazy idea?

Annuities with guaranteed lifetime withdrawal benefits tout longevity protection, but naysayers warn of added complexity on an already confusing instrument.

After 30 years and a monster merger with Financial Engines, the firm is doubling down on its AUM fee structure.

The bill has bipartisan support in the House and Senate.

Those who fail to meet the cutoff face a penalty equivalent to 50% of their required minimum distribution.

This interactive tool challenges conventional wisdom about planning for retirement and offers a smart and streamlined way to plan for your future.

As an alternative to placing restrictions on lump sum withdrawals, clients could provide retirees more distribution flexibility.

A higher standard deduction makes itemizing deductions less valuable.