Retirement planning

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.

Fintechs are pitching new tools to plan providers claiming they can lower 401(k) costs.

In a bull market's later stages, some types of investments work better than others. Find out which ones they are.

In just the first six weeks of the year, about 1.4 million borrowers lost the interest rate incentive to refinance.

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

Clients can bring their effective tax rate below 3% in retirement by using a combination of three strategies.

Here's a look at the housing markets where supply is shrinking the most.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

Firms can save on taxes by borrowing now to top up pensions.

The products can offset potential losses from lowered state and local deduction limits.

82% of beneficiaries who qualified for survivor benefits and their own benefits were not informed that they could opt for a restricted application and boost their benefit.

Retirement investors may want to adopt the billionaire's investing strategy if their risk tolerance allows them.