Retirement planning

There’s a powerful source of income hiding in your client’s home.

Advisors should not overlook client savings accounts as idle funds.

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.

Clients ask: "Will I run out of money?" Here’s how planners can confidently tell them "no." Like every approach, however, there are a few drawbacks.

Investors are advised to do a Roth conversion before year-end to make the most of the federal tax deduction for state and local income taxes, which could disappear next year.

Relying too much on tax-loss harvesting to generate an income is a common mistake that clients should avoid after they retire.

A relatively new approach for measuring savers’ progress toward goals is gaining steam, but it’s not without its imperfections.

Retirees should take advantage of their flexible schedule, which allows them to go on vacation during off season to save on costs.

Retirees who have reached the age of 70 1/2 should take required minimum distributions from tax-deferred accounts, while those who are younger should draw from their taxable accounts.