Retirement planning

Forget bond ladders. Laddering defined-maturity exchange traded funds may be a safer fixed-income strategy for clients.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

Sometimes a planner's advice can go awry, despite best intentions.

Not just taxes, clients care about cost of living, health care quality, crime rates, culture and weather.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Rich professionals have found a new way to bypass income limits created by Congress.

Always check and update the beneficiary forms.

Can you live up to your own guidance?

Here's what keeps planners from following the advice they give clients.

Leave this bad influence back where it belongs — in high school.

Planners can help empower clients facing a transition that can feel "lonely and daunting."

Couples born many years apart need extra guidance as they prepare for their post-work lives.

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

Divorce is expected to be different for couples who are in their advance years than when they were younger.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.

The right health insurance is all that’s needed to use this triple-tax advantaged savings account.

Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.