Retirement planning

Clients’ desire for principal protection plus profit potential has benchmark-based products booming.

Commentary: San Jose Mayor Chuck Reed's campaign to amend his state’s constitution may spur movements to loosen pension protections in other states.

A judge’s ruling found the city of San Bernardino eligible to remain in Chapter 9 bankruptcy.

Our IRA expert answers questions on using severance pay as an after-tax contribution to a 401(k), non-cash required minimum distributions and after-tax 401(k) rollovers.

An institute executive told Congress it should consolidate and simplify the types of tax-favored retirement plans now available to small business owners to minimize the cost and administrative burden imposed by the plans.

After selecting an asset allocation for clients, locating assets where they are most tax-efficient is critical.

The company's first product is an iPhone app that aims to take the hassle out of budgeting for young people.

U.S. cities are projecting their first increase in revenue since 2006, though they say it’s not enough to keep pace with spending as pension and health-care costs increase.

Investors are driving Phoenix’s financing costs to an eight-month low as officials move to curb a pension burden that one councilman said has Arizona’s largest city on the path to insolvency.

Advisor network Northstar Wealth Partners added two new advisors managing a combined $800 million in client assets with the help of its independent broker-dealer.

The firm was praised for its client marketing materials at the annual Retirement Income Industry Association conference. Allianz and Principal were also honored.

A second quarter report found growth in both ongoing net contributions and positive investment returns, and across a range of retirement account types.

VisionPoint Advisory Group is looking to use the giant independent broker-dealer as a base to expand by recruiting more advisors.

Women, in particular single, divorced and widowed women, face different retirement challenges than men and can often benefit from a different type of counseling.

For a business owner looking to retire, a succession within the family is the most beneficial arrangement, but this can be emotionally charged.

Here's how to talk to your clients about retiring when they don't want to.

As Septmber draws to a close, we've gathered together the most popular stories of the month. Don't miss the top five.

As September draws to a close, we’ve rounded up the most popular stories of the month. Don’t miss the top five.

For most retirees, the basics of family planning are simple enough, but planning for the needs of a disabled child who may live another 50 years or longer is especially difficult.