Retirement planning

Working longer and deferring account withdrawals is a great untapped strategy with no downside.

Advisors can help clients ease into retirement by following five steps.

The speed of converting funds from a traditional to a Roth IRA depends on the tax implications, as well as the client’s age, health, need of funds and estate planning considerations.

Want to upgrade your skills? This reading list helps planners stay sharp.

Planners should emotionally prepare clients nearing retirement for the significant and abrupt changes that will occur after working full time for decades.

"Many expect to continue working in retirement,” says Catherine Collinson, president of the Transamerica Center for Retirement Studies.

"Not all brokers put a lot of thought into it. I imagine because it's not where you're making your money," says Robert Gordon, president of Twenty-First Securities. "But they should, because it's part of the service to the client, and because it's the right thing to do."

As boomers start spending down their portfolios, planners need a new way to stand out.

As boomers increasingly retire, both advisors and clients will have to make adjustments and brace themselves for deep impact.

Industry arguments against the DoL’s fiduciary rule proposal do not consider the digital revolution in financial advice.

Delaying retirement and staying in their current job may be the key for clients looking to bolster retirement savings.

Two former advisors allege they were punished and eventually fired for reporting misconduct including trainees and interns entering trades as well as misleading clients during cold calls.

In a rapid market downturn, advisors have to suss out the motivation for wanting to sell, while remembering that, ultimately, a client's decision prevails.

How advisors can minimize the impact of the recent market slide for their clients. Plus, learn how Social Security spousal benefits can increase your client's taxes.

Ways to cut your client's taxes on Social Security benefits. Plus, guidance for reducing a client's tax burden on highly appreciated land, and avoiding IRS penalties and double taxation when contributing too much to retirement accounts.

People are looking at social security more strategically… it's heavily nuanced [and] if you make the wrong decision it has significant implications for the future," Howard Schneider, president, Practical Perspectives.

Fiduciary advocates question the math behind the opponents' estimate, calling it an "Alice in Wonderland report" without backing.

Why retirees whose premiums that are not deducted from Social Security payments can expect an increase next year; Plus, explaining the menu of income annuity features and options.

A "cautionary" note on the third day of hearings after DoL officials quiz industry attorney in the slippery task of trying to ascertain details of common commission sales.