Retirement planning

Firms can address cost and transparency with an open architecture, multimanager platform, says John Hancock Investments President Todd Cassler.

How advisers can help overcome their irrational expectations.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

Despite the projected increase in health care expenses, clients can expect their total living costs to decline after they retire, as they will owe lower or no income taxes and have fewer items on their budget.

Clients who have assets in an IRA but want to reduce the costs may want to roll the money into their 401(k) plan if their employer allows such transfer.

These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.

Bridgewater's Ray Dalio, who said his succession plan would take a decade, kicked off the hand-over in 2010.

There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.

An avid runner, adviser Melissa Sotudeh finds striking similarities between her passion and her practice.

One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

Many people who qualify for the Retirement Savings Contribution Credit can save as much as $2,000 on taxes but fail to claim it because they are not aware of it.

Advisers might want to steer their practices away from doctors and toward millennials.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.

The proposed new Roth health savings account is designed to help people cover health insurance premiums and out-of-pocket medical costs.

Changes can substantially reduce the value of delaying widow(er) benefits for surviving spouses.

A Senate bill would provide liability protections for advisors who report suspected abuse of senior clients.

When a tax-deferred account is part of an estate, failure to follow the tax rules correctly can result in a financial disaster.