Retirement planning

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.

In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.

Clients who prefer a simple retirement investing strategy should consider a dividend stock index fund.

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

The online tool, created by the advocacy organization and state regulators, suggests tough questions for the hiring process.

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

Clients may want to opt for a fund that follows small companies as they will benefit from a lower corporate tax rate under the new tax law.

Clients will no longer be able to undo Roth conversions once the new tax law takes effect next year.

Seniors who are 70 1/2 and older should ensure that they take their first required minimum distribution from tax-deferred retirement accounts by December 29.

Clients should refrain from cosigning their child's student loan, as Social Security could garnish their retirement benefits if the child defaults on the loan payments.