Retirement planning

Staggering income annuities may help address clients' anxiety about long life expectancy and low investment yields. Here are two different approaches.

When converting a regular IRA into a Roth IRA, it may be wise to use risky assets and be ready to undo the conversion if the assets move in the wrong direction.

When converting a regular IRA into a Roth IRA, it may be wise to use risky assets and be ready to undo the conversion if the assets move in the wrong direction.

A new withdrawal strategy from J.P. Morgan takes real-life spending habits into account and suggests clients could spend more at the beginning of retirement.

As clients live longer, they're looking to advisors for ways to boost retirement income. Here are three strategies to consider.

Hoping to catch the baby boomer retirement wave, Merrill Lynch unveils a new approach to financial planning.

American investors' long-term financial goals are out of sync with the risks they're willing to take to reach them, a new survey finds.

A large majority of women are feeling anxious about their retirement security; at the same time there is a significant gender gap within the advisory sector, new research shows.

As business owners prepare to sell, advisors have new opportunities for growth. Here's what you need to know.

A clear, sustainable withdrawal policy plays a critical role in clients' retirement success. Advisors offer a few ways to get them to stick to the plan.

Conventional wisdom holds that allocations should become more conservative as investors enter their retirement years, decreasing the exposure to equities. Now research shows the opposite may be true.

Conventional wisdom holds that allocations should become more conservative as investors enter their retirement years, decreasing the exposure to equities. Now research shows the opposite may be true.

As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

These strategies can help advisors achieve annuitylike results while cutting out intermediaries and increasing returns.

Our IRA expert answers questions about the number of recharacterizations allowed, earned income contribution rules and how to purchase annuities without a tax hit.

As business owners prepare to sell, advisors have new opportunities for growth. Here's what you need to know.

If you think that reverse mortgages are only for cash-strapped retirees without any other financial options, think again.

Almost three in four affluent millennials have assets in online brokerage accounts, while only 67% have assets in a defined contribution plan.