Retirement planning

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.

These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.

Seniors are advised to sign up for Medicare when they are about to reach the age of 65, or they face a hefty penalty for the rest of their golden years.

A retired Air Force pilot turned CFP says advisers should take a closer look at armed services personnel, and be aware of their unique needs.

President Trump's budget is expected to call for spending cuts on programs intended to help poor households, while keeping Medicare and other programs designed to assist older people.

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.

More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.

A retiree living off her portfolio suffers hundreds of dollars a year in lost income for every added basis point of fund expense ratio and advisory fees.

Many government retirement benefits are taken for granted by advisers, but still confuse clients. Here's what needs special attention.

Here’s one reason why beneficiaries should consider setting up a life estate.

Without diversifying cash flows across four key categories, retirees might be taking on too much risk, Michael Kitces writes.

Retirees who opt to defer their Social Security and pension benefits and have no taxable income may want to sell securities outside their retirement accounts.

Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

Retirees may opt for current market valuation or their funded ratio as the basis for the allocation.

10 planning strategies from analysts and experts.

Americans aged 50 and older would pay bigger health insurance premiums under the new health care bill that cleared the House of Representatives.

For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.