Retirement planning

If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

Clients have to increase their risk exposure to ensure they don’t outlive their savings.

Clients can use Roth IRAs, 529 plans and — yes — life insurance to give their children a head start.

Which is better? An SEP plan or solo 401(k)?

But health care is probably more expensive.

Those with 1099 income have several tax-advantaged options.

These super savers have a few tricks up their sleeves to reach their goals.

An otherwise simple strategy has many pitfalls.

A client's retirement savings depends on four key factors, says the leading RIA executive.

Careful planning can help prevent them from shrinking their benefits based on misperception.

Single women in their early 60s have saved roughly $37,000 less than men.

It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.

Superstitions with catchy phrases persist.

Target-date funds can help risk-averse young clients ease into investing.

Target-date funds can help risk-averse young clients ease into investing.

Dual-income couples benefit less from Social Security.

Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.

Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.

There are dangerous misconceptions that can lead to financial hardships in retirement.