Retirement planning

From childhood memories to "finish lines," advisors can learn a lot about how their clients think about money.

A new bill taking shape in Congress is full of popular ideas and backed by both parties. But some experts say it doesn’t go far enough.

A new study shows LGBTQ Americans are strikingly less ready for retirement than other groups, leaving them in need of help but not sure where to find it.

Witnesses described massive problems with communication systems and staffing levels at a Congressional hearing. It’s unclear whether the problems will be solved anytime soon.

Proposed regulations provide the best window into the IRS’s current thinking on a variety of issues to date.

An Ameriprise advisor and the head of its employee brokerage share their thoughts on building the next generation of talent.

The service lifted the limit from $19,500 as part of its annual inflation adjustments.

There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health?

With banks and the Federal Reserve now eyeing more lasting inflation, many financial advisors are adjusting things for their clients.

The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis.

Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

An in-depth look at the provisions being considered for the new legislation.

As more and more employees gear up to leave their jobs in a post-pandemic hiring frenzy, economists fear the issue will only get worse.

Join Financial Planning's Editor-in-Chief, Chana Schoenberger, Chief Correspondent Tobias Salinger, industry luminary Mark Tibergien and financial advisor Dasarte Yarnway as they discuss the profound changes the financial advisory sector is undergoing.

The number of accounts with balances of at least $1 million grew 84% year over year, while the number of seven-figure IRAs jumped more than 64%.

Employees often ignore their 401(k)s when they change jobs, leaving valuable assets behind.

Using RMDs to pay the taxes due on a rollover can ease the psychological pain of forking over money to the IRS.

This company released a corporate report card so employees know what their retirement investments are going toward — and whether or not it lines up with their own values.

IRS regulations are complicated, conflicting and rife with gray areas, but clients are still deluging advisors with questions about how Peter Thiel's strategy could work for them.