Retirement planning

Practices can dance on the cutting edge by returning to basics in an area where financial advisors are “deeply curious” about the best approach.

With accounts now often reaching seven figures, estate planning expert Natalie Choate delved into the complexity of the increasingly important tool.

In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.

A tougher job market and requirements to simultaneously care for children and elderly parents are just some burdens clients may face.

The S&P 500 bottomed in March 2009, but clients have since seen a huge boost in their retirement savings.

Clients who want to retire in their 30s or 40s will need a lot of hand-holding.

Most inflows in the space went to products with over 80% of their assets in index funds, new research from Morningstar finds.

With longer life expectancies leading to increased health care spending later in life, experts are second-guessing the 10% savings rule.

I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out.

Can’t stop, won’t stop. That’s the mantra of some boomers who have no interest in retirement.

“People didn’t want to use up their estate tax exemption,” but that has changed as a result of the new law, an expert says.

As retirement horizons grow, the rich are less willing to focus on generational wealth transfers.

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.

Promising its tech will provide more features than any target date fund, the investment research giant makes a play for the advisor-managed account market.

It's tricky but Savant's Brent Brodeski may have found the magic formula with a little help from Ford's Alan Mulally.

“Health care prices are increasing at levels that significantly exceed overall inflation,” an expert warns.

The earlier they begin planning, the easier it'll be to avoid a big tax hit.

Unfortunately, physical and cognitive decline are among potential side-effects.

Asset reserves are projected to become depleted in 2035, a year later than previously estimated.