Retirement planning

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.

The custodian expects the business to grow quicker in different hands, according to an internal memo.

Tapping into these plans is one method used to prevent bankruptcy.

The strategy only applies to investments held in taxable, not tax-favored, retirement accounts.

Advisors are ensuring that multibillion dollar estates go exactly where HNW clients want them to go.

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.

The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline.

Just over half of clients expect it will be harder for the next generation in their family to feel comfortable financially.

Advisors who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.

New survey reveals low savings rates and poor financial literacy on retirement planning, but advisors can help.