Retirement planning

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.

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

Seniors who reach the age of 65 and are in good health have the option of opening a Medicare medical savings account.

Lawmakers agreed to form a congressional committee that would look into multiemployer plans and develop a measure to fix these plans' insolvency woes.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

A partnership could extend a firm's reach, while ethical investing portfolios offer clients more options.

After stellar performance in a hectic decade, advisors home in on these funds.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

The number of accounts with $1 million or more increased to 150,000 in the fourth quarter of 2017 from 93,000 recorded in the same quarter the year before.