Retirement planning

While the new 10-year rule slams heirs, it may also afford some increasing largesse.

An anxious father with a disabled child considers the unthinkable: Withdrawing his entire retirement plan.

By keeping an eye on the future and potential new tax developments, tax advisors can offer their clients a sense of stability and proactive tax planning.

The classic guideline emerged in the '90s as a simple template for retirement spending. But in an age of plummeting stocks and soaring inflation, can it still work?

Normally, it pays to collect benefits later. But for one retiree with a dire diagnosis, that may not be an option.

Thanks to new adjustments from the IRS, Americans can put significantly more savings in their 401(k)s next year. But will they?

Revealing how much you've really saved — or haven't — can be uncomfortable. Fortunately, experts have some tips on how to do it.

A soon-to-retire woman wants to travel in her golden years but needs an aide to look after her mother. Will Medicare chip in?

Some older Americans worry that if they return to work, they'll get less money from Social Security. In fact, the opposite is true — but advisors need to get the word out.