Retirement planning

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

Homeowners have fewer options as state and local deductions have been capped under the new law.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

Filing early can be a smart move if seniors intend to continue working even on a part-time basis.

Booms and busts both have the potential to create unrealistic outlooks on both ends of the performance spectrum.

Clients are likely to miss their retirement targets if they are helping their children and loved ones more than what they can afford.

Clients aged 35 have to set aside 11.69% of their pay to keep up with those in their 20s socking away only 6% of their salary, based on calculations by Financial Engines.

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Retiring at a time when the market is down is the biggest risk that investors will face. Here’s how to minimize the impact of a market slowdown.

Pet owners are seeking guidance on funding alternatives, drafting detailed pet-care instructions and leaving significant sums of money that can run into the millions of dollars.

These funds can help clients put saving plans on autopilot, but they can also take on more risk than expected.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

Scroll through to learn about five core changes impacting retirees.

Even after a federal appeals court struck down the rule, more clashes over the regulation of sales versus advice are inevitable.

Seniors should consider designating joint agents, reviewing the security features on their financial accounts, and having their names removed from credit card solicitations.

A federal court has struck down the rule and the industry’s top online advice executives are speaking out.

Retirement investors who want to buy bitcoins in a self-directed IRA should ensure they are in control of their own private key.

Parents should ensure that their child has earned an income to be able to open the account.