Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

How Todd Sacks joined an elite ranking of wealth management supervisors.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.

The firm's newest recruits generated $3.6 million in annual revenue.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

How to maximize government retirement income for couples, irrespective of their marital status.

Many people have the misconception that Social Security will become insolvent over the next 20 years.

Planners who are agile enough can easily decide on what's best for them: switching to wirehouses, other large brokerages or going independent. Also, moving quickly may help them land the best deals, says a recruiting consultant.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Roughly a third of American workers don’t have a retirement vehicle, says Labor Secretary Thomas Perez.

Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.

Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.

Clients can beat a costly pitfall that comes after missing a 60-day window on IRA rollovers by giving the agency their side of the story under a newly relaxed rule. Plus, ways to save when clients are too old for traditional IRAs.

The group includes two recruits who began their careers in the late 1970s.

The recruit joined a practice opened by a former complex director from the same wirehouse.

Eligible taxpayers can now qualify for a waiver of the 60-day time limit and avoid possible taxes and penalties on early distributions, if they meet certain requirements.

Sure — if you can identify duties that hit these four categories.

For one strategy, clients should create income streams that have built-in protection, such as Social Security and long-term insurance.

The wirehouse advisers generated a combined $2 million in annual revenue at the time of their departure.