Retirement planning

The ssa.gov website offers several tools for advisors and clients to project retirement income.

Once clients have a realistic idea of what to expect, advisors can help them reach a target number for retirement savings.

These products may offer better exposure and liquidity for your clients investing in the bond markets.

Amid persistent criticism from industry groups, a Labor Dept. official says the comment process will be pivotal to getting the fiduciary proposal right.

Handling taxes for both Social Security benefits and plan distributions can be confusing. Here's how to help clients.

What marriage equality means for Social Security benefits; Plus, why couples have to negotiate their visions of retirement.

Analysis: The advisor's role goes beyond getting clients to save more for retirement.

Retirement planning is becoming a bigger priority as the oldest members this "401(k) Generation" turn 50, presenting an opportunity for advisors.

Bad retirement advice forced a woman to take a job earning little more than minimum wage to make ends meet, her lawyer says.

Clients are advised to reconsider including target-date funds in their 401(k) plan; plus, why clients shouldn't convert all their IRA savings to Roths.

Female clients have a more positive outlook when it comes to approaching retirement over their male counterparts, according to a new study.

Although the 4% initial withdrawal rule has historically done well for retirees, it may not always produce the same results; Plus, tips for retirement savings and why bonds should be a part of your client's portfolio.

The retirement account faces three significant forces that will shape its future: regulatory reform, demographics and expanded coverage. See how they're likely to play out.

Planners agree that the strategy is a boon for high-income clients, but controversy swirls around the issue of timing.

While gifting can have important benefits, not every client will be in favor of it, no matter how many good reasons exist.

Benefits grow approximately 8% for each year between 62 and 70 that clients delay filing for Social Security, and future benefits will include cost of living increases. So why aren't clients taking advantage?

Several of Steve Janachowski's clients are wealthy professionals with high incomes, but a lot of retirement uncertainty.

Many clients would prefer to stay in their homes as they age -- for both emotional and financial reasons. In-home care costs much less than facilities-based care, and those costs are rising at a slower pace.