Retirement readiness

Retirees may want to roll over a portion of their traditional IRA into a Roth IRA or use their IRA funds to buy a qualified longevity annuity contract.

Major home and car repairs are among the unexpected expenses that catch many retirees financially off-guard.

Women are advised to double check their beneficiary information, update legal documents regularly and create a plan for long-term care.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

To really come out ahead from delaying Social Security, a client has to live past 80. Otherwise, it's probably better to take a reduced benefit earlier.

Previous life stages all have compelling examples and clear stories that guide and engage us through the decades. Retirement, not so much.

Clients may not even know the right questions. You need to tell them, and provide the answers.

Some bright spots for advisers: A surprising number of boomers have not begun saving yet for retirement; and millennials will need decades of advice.

The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.