Retirement income

These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.

Retirement savers stand to lose more from the panic-driven selloff that comes before a recession than the actual market downturn itself, writes an expert.

Clients who outlive their retirement savings are among those most at risk.

The deal comes amid a flurry of similar digital investment acquisitions made by competing banks.

The cost of health care before retirement is inherently more volatile than after, according to an expert.

Depending on where they live, retirees can expect their six-figure savings to last more than two decades, data shows.

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.

Here’s an analysis of six different funds that could be options for your retirement-income seeking clients.

Clients who retire early are more likely to experience bouts of anxiety and self-doubt.

Without acknowledging both the downside and tremendous upside of long time horizons, the 4% rule is no rule at all.

Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.

Those who didn't save early may miss key opportunities, experts say.

“Do yourself a favor and start saving early,” an expert says.

Under the Labor Department’s final regulation, firms in different industries will be allowed to establish a joint retirement plan provided they operate in the same state or metropolitan area.

“We can’t overestimate the influence of having access to employer-sponsored retirement plans," an expert says.

For retirees, dipping into their traditional retirement accounts could trigger an income tax bill while withdrawing from Roth accounts might not result in a tax liability.

370 U.S equity smart beta ETFs on the market mean advisors can pick and choose when fine-tuning clients’ portfolios.

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.

Borrowing against a 401(k) plan or taking an IRA withdrawal can work under the right circumstances.