Retirement

Middle- and lower-income retirees face a growing gap between income and long-term care expenses, forcing advisors to rethink planning strategies.

A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.

The Biden Administration rule for a fiduciary standard on one-time retirement-related advice died in two separate court decisions.

Research shows that many investors fear policy changes could hurt their retirements, but these concerns often go unspoken with financial advisors, creating a planning gap.

A new SmartAsset study finds that retirement savings vary widely by state in 2026. See how your state ranks.

Friday the 13th is considered an unlucky day — this year has three. We asked advisors to share their scariest stories of client mistakes.

Questions this season reflect confusion about 1099 income, new OBBBA deductions and retirement considerations, according to data from online expert platform JustAnswer.

Since President Trump took office in his second term, the expert panel advising the Department of Labor on ERISA matters has stopped meeting, and officials have not explained why.

New data from J.P. Morgan reveals how retirement expectations diverge from reality, and what that means for advisors helping clients navigate life after work.

The Pinpoint Policy Institute's public campaign against the Institute for the Fiduciary Standard reflects a mysterious phase of the ongoing debate on private investments in 401(k) plans.

Private equity in 401(k)s may face significant liquidity strains, reducing returns and complicating plan management, according to new Morningstar research.

President Donald Trump unveiled a federal plan offering government-backed retirement accounts with a $1,000 annual match for workers without employer-sponsored plans.

New research shows visuals and gamified tools can dramatically boost client understanding and engagement around complex retirement rules.

Small oversights when drafting a trust can snowball into major headaches for clients and their heirs. Here's how advisors can help.

A new bipartisan bill would exempt retroactive Social Security payments from federal taxes, easing a surprise financial burden for millions of retirees.

Financial advisors have critical roles for modifying financial plans to cover costs and long-term plans when clients find themselves faced with caring for a family member.

More retirees are going back to work amid financial pressures and economic uncertainty, an AARP survey finds. Advisors weigh in on when "unretiring" makes sense.

The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke decumulation strategies and guaranteed lifetime income solutions.

Medical inflation is projected to climb at double the rate of Social Security cost-of-living adjustments, leaving a growing number of retirees with a shrinking share of their benefits.

The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.