Retirement benefits

Younger employees could be too confident in the abilities of automated retirement investment tools, study finds.

A more comprehensive approach to low-cost investing could save thousands for retirement age clients.

Personal income is not subject to state taxes in Alaska, Florida and five other states, while 31 states do not impose taxes on Social Security benefits.

Clients may consider changing their business structure under the new law.

Investors are starting to take money out of their 401(k) accounts—despite taxes and penalties involved—assuming it will be replaced as markets continue to surge upward.

Retirees living overseas can still claim Social Security benefits, but they must see if their country of residence requires them to have a local bank account.

Retirees should consider that state laws may differ on who may be legally recognized as a beneficiary's spouse and thus whether their partner would be entitled to spousal benefits.

While the funds are ideal for certain people, they don't address important retirement considerations, such as the cost of funding a comfortable living and a person’s savings rate.

The new law will affect how financial advisors and clients evaluate the pros and cons.

The rewrite could affect how these firms value potential buyout targets.

IRA investors can draw funds from their accounts tax-free if the money will be used to fund college tuition and other related costs.

Clients shouldn't let their egos get in the way when making investment decisions. They will be better served with a dispassionate asset mix that's rebalanced annually, rather than making investing decisions "in purely personal terms."

While the stock market remains strong, clients should stress-test their portfolios and ensure that they reflect their risk tolerance levels.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

Adding five years to their working years will enable clients to replace their pre-retirement income by up to 90% instead of 60% in some cases.

Seniors are less likely to itemize tax deductions this year as a result, an expert says.

Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.

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

In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.