Retirement planning

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.

Solid financial planning is a key component in helping demystify these government programs.

It’s time to broaden our understanding — and assessment — of risk composure.

Younger employees could be too confident in the abilities of automated retirement investment tools, study finds.

A more comprehensive approach to low-cost investing could save thousands for retirement age clients.

Clients may consider changing their business structure under the new law.

Despite questions about the hastily cobbled legislation, there's some consensus as to what advisors and their clients can do now to avoid unpleasant surprises.

A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.

Retirees living overseas can still claim Social Security benefits, but they must see if their country of residence requires them to have a local bank account.

Retirees should consider that state laws may differ on who may be legally recognized as a beneficiary's spouse and thus whether their partner would be entitled to spousal benefits.

While the funds are ideal for certain people, they don't address important retirement considerations, such as the cost of funding a comfortable living and a person’s savings rate.

With many private and public pensions in the red, clients are advised to look for options that will improve their prospects, such as Roth IRAs.

The new law will affect how financial advisors and clients evaluate the pros and cons.

IRA investors can draw funds from their accounts tax-free if the money will be used to fund college tuition and other related costs.

The group hopes to have about 1,000 holders of its new retirement planning designation within three years.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.

Seniors looking to launch a business should consider collecting their retirement benefits early.

M&A deals have picked up pace as tech firms bring more complex products to market.

Retirees will have to change the way they file taxes under the new tax law, including making two years' worth of charitable donations every other year to exceed the standard deduction and itemize.