Retirement income

Couples would be better off retiring at the same time, as they face major life changes together. And leaving a career-driven spouse at home in retirement can throw a marriage out of whack.

A couple who expects to earn a bigger income in the future is advised to convert part of their IRA into a Roth now while they are in a lower tax bracket.

It's possible to use these distributions to preserve clients' savings well past their anticipated lifespan.

How advisers can help overcome their irrational expectations.

The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

Changes can substantially reduce the value of delaying widow(er) benefits for surviving spouses.

There are some situations where delaying is neither feasible nor prudent. Here’s how to weigh them.