Retirement scan

The investing strategy Warren Buffett recommends to his wife when he dies could lead to high stress for other investors during volatile markets since it calls for a high allocation to stocks.

Clients need to craft a plan to withdraw their savings and, if necessary, reassess their retirement goals; Plus, what if clients are offered a lump sum at work?

Despite increased transparency, many participants fail to take the time to understand what they are paying in fees; Plus, how much clients should have saved at every age.

Here's what mutual fund clients stand to lose when they tap their investments during a down market; Plus, how to get big company 401(k) benefits at small firms.

Clients are advised by a panel of experts to remain calm while rates increase; Plus, clients can gain more security by ignoring a budget and saving automatically.

Retirement savers first need to decide the amount of time they have left before retiring; Plus, how clients should react to the market selloff.

Not adding a bonus to savings is just one mistake many clients make, but there are plenty of others too; Plus, clients who want to buy low and sell high need to invest when they're inclined not to.

Clients who consider buying an annuity are advised to avoid purchasing one big product and instead opt for several smaller ones; Plus, what boomers should know about required minimum distributions.

Client who postpone planning need to specify their fears, hopes and aspirations; Plus, helping clients avoid a 401(k) hit.

The government's myRA plan isn't enough to fix the retirement system, says an economics professor; Plus, Social Security options for single seniors.

Clients should not lose sleep over health care expenses after they retire as they can sign up for Medicare Parts A, B and D to cover hospital visits, doctor services and outpatient care and prescription drugs; Plus, essential money lessons for retirees.

Contrary to what some experts say, the U.S. is unlikely to experience a retirement crisis as data show that Americans have considerable savings for their golden years; Plus, the best way to donate to charity from an IRA.

Clients may consider including bitcoin as an alternative investment in their retirement portfolios, especially if they can manage the risks involved; Plus, why a qualified longevity annuity contract within an IRA or a 401(k) plan is a good option for clients.

Seniors are better off enrolling in a Medicare Advantage plan to get coverage for their prescription medicine, which is not included in Medicare Part A and Part B; Plus, nine ways to save more and spend less in 2016.

Workers with high-deductible health insurance plans qualify for health savings accounts, which gives them an opportunity to do tax-free investing and supplement their coverage even after they are retired; Plus, how retirement saving changed in 2015.

Retirees who plan to go on a foreign trip in the early part of next year are advised to attend to their tax obligations before leaving; Plus, why more people in the U.S. and other industrialized nations are likely to retire poor.

Singles are advised to develop an estate plan and have an emergency fund that can cover six months of expenses; Plus, nine retirement strategies for women.

The government deemed file-and-suspend an "aggressive" claiming strategy, but some clients can use it for 6 more months; Plus, clients should use the bucket approach to emergency savings.

Spousal election to treat an IRA inherited from a deceased spouse as the surviving spouse's own IRA may not be made until after the death of the first spouse; Plus, Some Americans leave tens of thousands of Social Security benefits on the table.

If there are subsequent rate hikes in the coming years, clients will feel an effect; Plus, why falling gold and oil prices shouldn't be a concern for older clients.