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.

The number of Americans 65 and older is expected to nearly double over the next decades, which may be a boon for retirement planning.

“How I do retirement plans today is very different from how I did it 15 years ago,” says Merrill Lynch adviser Jason Ting.

What do historically low interest rates mean for clients’ retirement savings — and their advisers?

The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.

How to maximize government retirement income for couples, irrespective of their marital status.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

A once-reliable spring of retirement proceeds has all but dried up. Here’s how planners are making sure clients have alternatives.

Roughly a third of American workers don’t have a retirement vehicle, says Labor Secretary Thomas Perez.

Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.

Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.