Retirement planning

Grave risks give advisors even more reasons to make retirement planning a priority.

Forget bond ladders. Laddering defined-maturity exchange traded funds may be a safer fixed-income strategy for clients.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

Sometimes a planner's advice can go awry, despite best intentions.

Not just taxes, clients care about cost of living, health care quality, crime rates, culture and weather.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Rich professionals have found a new way to bypass income limits created by Congress.

Always check and update the beneficiary forms.