Retirement planning

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.

Life after work is much more complicated now than the industry assumes it to be, says former HelloWallet founder Matt Fellowes.

Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.

Health savings accounts have soared in popularity, but providers are adding layers of fees.

The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.

Advisors can protect their clients' retirement savings by allocating their assets across equities, fixed income and cash.

Actually, there’s a third answer, says planner Victoria Konrad.

For many, walking away from their firm is ‘like selling their baby.’

Advisors must contend not only with the emotional and psychological issues facing their clients. They must also navigate complex family relationships, while juggling a slew of financial challenges that don't always have easy fixes.

More than half of retirees said they were not at all interested in longevity insurance, according to a recent survey. Surprised? Take a look at some of the other results.

If retirement is abstract to clients, ask specific questions to make it more real to them, such as: “Where will you be living? What does your house look like? What are you doing?"

Once advisors have this conversation with clients, it can turn into a powerful referral source, says Rob Kron, head of investment and retirement education at BlackRock.