Retirement planning

The surge of women in the workforce in the 1970s and 1980s means that they have job skills, connections and careers that they can continue to pursue, says Ben Steverman.

Retirees who opt to manage their investments are advised to streamline their portfolio maintenance into a process that they can roll out toward the year's end.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.

Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

Despite the possibility of having a tax-advantaged health savings account, workers with high deductible health plans are less likely to see their doctors.

Although parents need to save for their child's education, they should make retirement saving their top priority.

Sure, these trusts are intended to shelter a beneficiary, but a non-grantor one presents numerous tax-liability issues.

Previous life stages all have compelling examples and clear stories that guide and engage us through the decades. Retirement, not so much.

Clients may not even know the right questions. You need to tell them, and provide the answers.

Some bright spots for advisers: A surprising number of boomers have not begun saving yet for retirement; and millennials will need decades of advice.

The agency also proposed a rule to permit cities to create their own savings plans.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

Preferred stocks are good candidates for retirees' investment portfolio as they can provide more income than corporate bonds.

The number of Americans 65 and older is expected to nearly double over the next decades, which may be a boon for retirement planning.

Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.