Retirement planning

Who benefits from a new law that allows retirees to make donations to charities directly from their IRAs? Plus, retirement challenges even millennials with 401(k)s will face.

Why certain clients should allocate more, or less, to their emergency funds in preparation for retirement; plus, how Americans blew $1.7 trillion in retirement savings.

Why seniors and physicians must overcome their fears of discussing end-of-life care; plus, how to plan for a client's retirement in their 60s.

Planning early helped contribute to the success of retirees who are living a happy life; plus, when it's ok to ignore the gospel on retirement

New reporting requirements allow the feds to focus on hard-to-value holdings in order to boost taxable required minimum distributions.

An absence of pensions has prompted older workers to increase their working hours and stay longer in the workplace, a recent study finds; plus, how your clients can plan for retirement in their 50s.

One retirement plan advisory firm's digital approach offers product providers a lesson on how to overcome the client education gap and reinvigorate the learning process.

Retirees may withdraw their application within 12 months of receiving their first monthly Social Security check; plus, three ways to be smarter about drawing retirement income.

Many clients and potential clients are far from being on track in saving for retirement – but does that make a happy retirement impossible? Here are three quick strategies to help get your overspending clients reaching for their credit cards a little less frequently.

Good news: We’re all living longer. Bad news: Retirement is more complicated. Convincing clients on employers’ sponsored plans to work just a little bit longer can help get them an edge on saving. Here’s why.

Millennials may not yet have significant savings, but with a huge wealth transfer occurring, it's smart for advisors to show them how to get moving. Here are 3 tips to get younger clients started.

Retirement planning isn’t only about saving – it’s about building a framework for your clients’ lives. Here are 3 questions advisors should ask clients to help get them started.

Because women can expect to live longer and on average have less retirement savings than men, they may need to adjust their retirement plans. Here are some ways advisors can help.

Most advice about claiming strategies is for married couples, but what about your single clients? How can they maximize their benefits?

Here's what your divorced clients need to know about their Social Security benefits.

Advisors managing assets within retirement plan vehicles, including IRAs, will need to take a hard look at their own pricing and practices, because simply disclosing conflicts of interest is no longer good enough under the new rule.

Many people don't need life insurance once they retire, but here are five types of clients who may want to keep their policies.