Retirement benefits

Despite the increase, the figure still represents a small percentage of the 16.1 million accounts that the company manages.

Thought we were done with the tax overhaul? Think again.

Rich professionals have found a new way to bypass income limits created by Congress.

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

Always check and update the beneficiary forms.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

The independent robo is now offering advisors paperless account rollovers for clients that can be completed in a minute.

A big difference in fees may not be enough to offset taxes on capital gains.

Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.

Couples born many years apart need extra guidance as they prepare for their post-work lives.

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.

Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.

Clients are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from November 1 through December 15.

Retirees between the ages 59½ and 70½ should consider the Roth IRA conversion strategy, an expert says.

Retirees may have gotten out of the workforce too early if they are not yet eligible to claim health coverage through Medicare.

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

Seniors need to be mindful of enrollment deadlines with Medicare.

Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable workers to build savings.