Retirement planning

As more people work after they consider themselves retired, planning for retirement income becomes even more multi-faceted.

Beyond an increase in benefits, another compelling reason for clients to delay claiming Social Security benefits is the potential tax savings.

Without outside help, many planners are falling short on their own financial goals. A few advisors have a solution.

With longer lifespans, assuring steady income streams for life means that many retirees will have to invest more aggressively. How are advisors putting those plans into action?

Without a quantum shift in savings habits, millennials are facing big trouble when they start approaching retirement.

A Roth conversion that increases reported income might also decrease health insurance premium tax credit and thus bumping up the cost of the conversion.

Real estate investing and retirees in the same sentence scares many financial advisors. But one, who teaches such strategies, gives them a green light if clients follow a few of his cautions.

Guaranteed pensions still exist for some lucky retirees; financial planners need to know how help those clients make the best pre- and post-retirement planning decisions to effectively manage the steady income.

A new study finds substantial savings and comfortable retirements when defined contribution plans are combined with Social Security income and lifestyle changes.

With so many distractions in their lives, clients face an uphill battle to focus their attention on retirement planning. Here's how advisors can help.

Can Social Security benefits be seized by collectors; Key numbers to know for a successful retirement; Costly mistakes to avoid

6 ways low savers can catch up; Pitfalls of longevity annuities; 50 important stats about long-term care

Using multiple accounts for a Roth IRA conversion gives clients a chance to separate winners and losers after the fact.

The U.S. Supreme Court has limited bankruptcy protection for inherited IRAs. Here's how you can continue to take care of clients' hard-earned legacies.

When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg

The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements.

Many independent advisors say they consider themselves fiduciaries, even if they aren’t legally obligated to adhere to that standard of care. So why are so many opposed to the DoL's expected proposal?

What's driving this new interest? Follow the money: U.S. retirement assets totaled $23 trillion in the first quarter of this year.