Retirement planning

Retirees who under-reported their income to avoid taxes will also get smaller retirement benefits than they deserve.

Retirees should weigh a number of factors, including the fact that the closing costs for reverse mortgages are higher than those for regular mortgages.

IRA investors should consider implementing a charitable lead annuity trust when converting some of their funds into Roth to mitigate the tax bite.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.

The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.

Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.

Retirement investors may opt for whole life insurance, which offers tax-deferred growth on premiums, or a home, which they can sell with up to $250,000 (or $500,000 for couples) in capital gains tax exclusion.

Recent actions by the federal government are not helping Americans to improve their retirement prospects, says analyst.

Naming a young grandchild as beneficiary of a traditional IRA could be a wrong move, as the distributions will be subject to the "kiddie tax."

More than 80% of the richest clients want big asset growth later in life, according to a new UBS survey.

If clients are unhappy with any aspect of their life that financial planning will solve, make that the primary focus.

Investors are about to enter the worst two-month period of the year for stocks, according to an expert with Bespoke Investment Group.

Unlike when they were still working and their employer withheld an amount for their taxes, retirees need to make estimated tax payments to the IRS.

There is a way to help reshape deeply ingrained destructive habits.

The founder of HelloWallet shares tips on staying competitive online.

The Labor Department is receiving a deluge of feedback from advisers and investors on whether to revise its controversial regulation.

Clients should work together with their spouses and plan as a couple to develop a Social Security claiming strategy that will maximize their retirement benefits.

There are a number of issues the industry must address ahead of an imminent digital-first market, an expert warns.

The right strategy can save clients thousands of dollars, although the options are complicated.