Retirement planning

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.

Longer lifespans mean a big shift in planning -- particularly for female clients.

Retirees who have been government workers or whose spouses have been government workers may be in for a surprise when they file for Social Security retirement benefits.

A new study identifies the most expensive markets in the country for long-term care based on average nursing home costs.

A new study identifies the most expensive markets in the country for long-term care. Click through to see the top 10 most expensive cities based on average nursing home costs.

After a Tax Court decision, a major change in IRS guidance will affect clients with multiple retirement accounts. Here's what advisors need to know.

A new study, backed by the industry, says the DoL's new rules could leave millions of workers without retirement advice.

Advisors can help clients navigate the actuarial calculation of matching a savings and withdrawal plan with a projected life expectancy.

Despite an uptick in savings rates, baby boomers are feeling more worried about their prospects for retiring securely, with a quarter of those polled saying they've postponed their retirement plans in the past year, a new study shows.

Younger investors have eight times more money in Roth IRAs than traditional IRAs, according to one recent report.

Head of LPL's Advisor Services' departure 'not related to company performance,' according to a company statement.