Generation X

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

Retirees are advised to step back to get a better perspective and then review their asset allocation in their portfolio.

Seniors looking to launch a business should consider collecting their retirement benefits early.

Indeed they are. Not only are they less healthy, they are more likely to worry about not having enough funds for housing, utilities and other necessities.

AdvicePay from Alan Moore and Michael Kitces is aimed at streamlining payments to advisors.

The 22 million Gen X and Gen Y clients banking with Wells are a competitive advantage for its digital advice platform, executives say.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

Figuring out how to make automated platforms appeal to planners has been a learning process, says the custodian’s technology executives.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.