Retirement planning

The right debt strategy can help clients make better decisions with capital allocations.

The products protect clients against losses, but significant caveats emerge in the fine print.

Despite a sales dropoff, experts forecast growth from product innovation and latent demand.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.

Advisors are offered new automated tools to help clients manage a life after work.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Saving too much for retirement could force clients to take loans or make withdrawals that would carry taxes and penalties.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Here’s how advisors are replacing traditional methods.

Some say the changes could make the Federal Housing Administration's program less attractive to borrowers, but they could also improve the market.

Less than $5 million in gross receipts during a five-year period and qualified R&D expenses are required.

Newer hybrid products are popular, but they can be expensive.

Retirees who are considering investing in an immediate annuity can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.

Getting to know clients’ children will help advisors hone their services and keep their businesses thriving while retirement withdrawals chip away at AUM.

Retiree savings are only as safe as the places that hold retirees' personal information, says expert.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Have advisors learned nothing from the 2008 crash?