Retirement planning

The IRS has issued guidance clarifying the impact that a 2014 rollover of an individual retirement arrangement has on the one-per-year limit imposed by the Tax Code on tax-free rollovers between IRAs.

Advisor-focused legislation may be a long-shot, but Republican majorities in both chambers could result in more scrutiny for agencies mulling fiduciary rules.

The changing nature of retirement for clients is an opportunity for firms. "They’re still going to need advice, but the advice is going to take on a different form," says Merrill Lynch's John Thiel. "It is moving from investment advice to life advice."

How many frustrated family members are going to take aging clients' assets away from your management because you don't know how to protect a vulnerable client?

Millennials are becoming more proactive about retirement planning, according to the semiannual 401(k) Wellness Scorecard report from Bank of America.

Older middle-class Americans in their 50s are more likely to lack confidence in their retirement preparedness, with almost half fearing they haven't saved enough.

The proposed regulations address the tax treatment of distributions from designated Roth IRA accounts under tax-favored retirement plans.

The U.S. Supreme Court will consider giving 401(k) participants more power to sue their plans over investments that impose excessive fees, accepting an appeal tied to a wave of suits against employers.

Charles Schwab removed Pimco from its target-date retirement funds after the departure of Bill Gross.

Investors should beware when the Tax Code says one thing about real estate in an IRA, but the IRA custodian says another.

The rush to shift money to Roth IRAs may be built on bad assumptions. Keep your clients from making a mistake.

Nearly a third of investors say they “consciously avoid stocks in long-term investment accounts," according to a new Wells Fargo/Gallup study.

How to survive 4 major retirement hazards; Picking the 'right' hedge fund involves more than looking in the past; ETFs should be in your 401(k), says Morningstar

Unknown health care costs are regarded by many as the biggest threat to retirement plans. At the same time, shifts in the industry are changing advisors' options to help clients plan for the costs of extended health care. Here are the most critical factors advisors should keep in mind about long-term care.

Clients' unwillingness to realistically plan for their financial future can pose a challenge to advisors. Here's how to guide clients to make more rational retirement decisions.

As clients near retirement, many are eager to address their future cash-flow needs. Based on our reporting, here are some of the best ways advisors can help clients generate income in retirement.

Americans over 50 are particularly worried about one major threat to their retirement plans and advisors must do more to help, a new survey finds.

Clients and their heirs are often reticent about discussing inheritance. Here's how advisors can get the conversation started.