Baby Boomers

10 planning strategies from analysts and experts.

A couple who expects to earn a bigger income in the future is advised to convert part of their IRA into a Roth now while they are in a lower tax bracket.

Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.

Advisers might want to steer their practices away from doctors and toward millennials.

Accommodating work arrangements are needed to attract and retain valuable talent, but they are underused in advisory offices.

Advisers are seeing clients drawing down on their assets, but there’s a solution right in front of them.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

Timing is everything. Are you prepared with planning advice for each stage of life?

Target-date funds can be a strong option for most retirement savers, but there are pitfalls. Some of them are relatively costly, with an average expense of about 1%. They can also get too conservative too quickly.

Best ways to bring two firms — and distinct cultures — together.