Retirement planning

The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.

Funding a Roth account, for example, may not offer upfront tax deductions, but withdrawals are tax-free.

Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.

A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.

How sequence of returns affects retirement portfolio survival.

Retirees who have no need for the RMD can fund their grandchildren's college costs, a CFP writes.

Although the elderly often lose the most from scams, younger clients are more likely to fall victim, according to a report.

Payouts from pensions and tax-deferred accounts are usually not taxed in states without a state income tax or with levies only on interest and dividends.

Without a rollover, they can experience “untold impact to their plan for securing retirement," an expert says.