Retirement benefits

Clients should turn to their own timeline before making any changes to their portfolio during a market correction.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

The IRS announced upward adjustments for 401(k), 403(b)s and other plans.

Deductions for alimony payments will no longer be available Dec. 31.

Working longer and delaying Social Security are some of the ways they can boost their savings after losing a large portion of retirement assets.

They’ve been waiting for things to get better — but they haven't.

Advise them to review and adjust their budget and consider getting a side hustle, a study suggests.

With two months left in 2018, clients can still take advantage of these tax hacks.

Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.

Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.

Conventional wisdom says to wait as long as possible to claim retirement benefits, but there are exceptions to the rule.

Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

The proposed rule from the Labor Department would allow small companies with a common owner or those in the same trade group to band together and create multiemployer plans.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

There are specific benchmarks to gauge your client's 401(k) plan — do they measure up?

While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.

In addition to health insurance considerations. people considering this need to determine whether they can afford the missed earnings and the ability to continue building their nest egg.

More states should follow in California’s footsteps in making it easier and cheaper for seniors to tap home equity, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.

There are hundreds of claiming strategies — using the wrong one can have major repercussions.