Mortgages

Clients should plan to replace roughly 80% of their pre-retirement income after they leave the workforce for good.

The average score of correct answers was 47%, and only 5% of respondents earned a grade higher than C.

So-called reverse mortgages present a number of appealing features for borrowers — and a number of confounding tax implications, Michael Kitces writes.

Retirees may opt for current market valuation or their funded ratio as the basis for the allocation.

Proprietary software allows one Bay Area firm to offer homebuyers loans and advice.

The proceeds can be used to pay the tax bill from converting a 401(k) and traditional IRA into a Roth account.