Retirement planning

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?

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

There’s one major benefit to these accounts.

Retirees can consider a Roth IRA if they want to leave assets that would not be taxed once inherited.

Staying current with where the regulation stands can be hard. Here's what advisors need to know now.

Are HSAs here to stay? One advisor’s prediction.

Advisors are in trouble if they neglect a client’s health needs.

The firm joined a handful looking to researchers on aging to help bolster their offerings.

Some of these states, however, may not be tax-friendly for retirees.