Retirement planning

A retired couple alleges their advisor lost millions through negligence and misrepresentation of certain securities, but the firm says that the clients were sophisticated self-directed investors.

Help clients deploy their RMD funds to cover both expenses and taxes.

Paul Reilly says there is little question the law will pass, but he hopes the restrictions are more workable and the rules more clear on what financial products are restricted.

Advisors have invested a significant amount of sweat equity in their books. Why not tap that resource to fund their own retirement?

When older clients want to relocate, they must consider the cost of housing and health care, as well as taxes.

With one-third of advisors expected to leave the industry in the next ten years, young advisors see an opportunity to pick up another book of business. But at what price?

Help your clients avoid a double-tax whammy by reporting nondeductible IRA contributions.

With close to half of all bank advisors near retirement age, how are banks planning to replace them?

As fee-based business increases, succession planning takes on a bigger role in the channel.

If clients have too little saved for retirement, advisors can help them budget better.

If clients have too little saved for retirement, advisors can help them budget better.

Only about one-third of CFPs say their clients are even somewhat knowledgeable about claiming Social Security benefits, according to a new join study from the FPA and AARP.

Help clients protect what has taken them a lifetime to accumulate.

Advisors who highlight fee transparency gain an advantage.

High-income clients pay more -- perhaps much more -- for Medicare Part B coverage.

If you want to increase referrals in the long run, don’t always act in your own best interest in the short term, columnist Jonathan Clements says.

The discussion of what happens to an advisor’s book is parallel to the conversations that advisors should be having with their clients: Prepare for the future and the unexpected, says recruiter Elizabeth McCourt.

HSAs offer deductible contributions, untaxed investment earnings and tax-free distributions.

TDFs are great for many young employees, but they aren’t for everyone.