Retirement planning

IRA expert looks at potential pitfalls when converting an IRA to a Roth IRA and distributions are required.

To justify their higher cost, advisors need to go beyond a commoditized service. If you're merely providing asset allocation or portfolio rebalancing, you're in the danger zone.

Genworth Financial jumped in early trading after losses at the long-term care unit were narrower than some analysts had expected.

Here's what every advisor should be looking for on their clients' Form 1040s -- and what potential opportunities may exist as a result.

According to a new study, only 46% of new retirees are confident that they can afford the lifestyle they want in retirement.

Paul Reilly describes a recent leaked White House memo supporting the DOL's efforts as "an example of biased and distorted research [that] impugns the integrity of the work our advisors do every day."

Though the mutual fund provider will have a majority ownership in eMoney, the company will remain independent.

Couples should "practice being retired," taking long vacations and spending more time together -- but not too close to the kids.

Plan sponsors face mounting fiduciary responsibilities, and both sponsors and participants crave advice. Both those trends give RIAs a fiduciary edge in seeking growth.

In laying out exam priorities for 2015, regulators cite mounting complexity of products and services in the retirement space.

A new book says the looming crisis is the result of lawmakers' inaction as well as people's poor saving behavior and decisions.

Too many advisors and clients continue to view Social Security as a separate part of their retirement portfolios.

A comparison of 'decision rules' with rebalancing suggests that advisors may not be giving one simple strategy the credit it deserves.

If your client is retiring due to boredom on the job or because it just feels like the right time, they may not be prepared; Plus, clients have two options in claiming lump-sum payments from Social Security.

The ideal investing approach should control downside risk while also achieving a reasonable rate of growth. Here are a few suggestions.

Biases that arise from misconceptions (and laziness) can do lasting damage to a client's retirement plan and an advisor’s business—the popularity of "file and suspend" is just one example

It's impossible to put clients first if advisors offer subpar advice, or ignore the government program altogether.