Retirement income

Setting up a tax-advantaged retirement account, automating contributions and reducing their overall expenses are a few strategies to get back on track.

If not addressed, the client may see a higher tax bill than was planned. That won't go over well at tax time next year.

Failing to enroll in a health care plan and taking on a hefty student loan debt are just two of the most common blunders younger clients should avoid.

The gender gap is alive and well when it comes to career timeouts and savings often take the hit.

Of all the end-of-year financial faults affecting workers, this one could cause them to end up working longer than they had intended.

Medicare savings programs, discounts on prescription drugs and rental assistance are a few ways retirees can lighten their load.

Vesting schedules applies to the type of money, not on the exact amount that was deposited, according to an expert.

Younger clients who adopt an overly conservative investment approach are advised to consider diversified, low-cost equity products to boost returns.

The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.

Early and consistent saving may not be enough to safely leave the labor force for good.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

The decisions made before they retire are integral to their success, according to an expert.

Medical expenses for retired clients may be more predictable than expected, experts say.

“If done correctly, dividend-yielding stocks are the gifts that keep on giving,” an expert says.

They “need to be thinking about guaranteed income streams” because there’s “not a lot of time for recovery,” an expert writes.

The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.

Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.

The products provide advantages that “help women build savings faster: tax deferral and generally higher rates than CDs or Treasurys,” an expert says.

Researchers blame the immaturity of the system and poor choices made by those planning to retire.