Retirement withdrawals

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

Couples would be better off retiring at the same time, as they face major life changes together. And leaving a career-driven spouse at home in retirement can throw a marriage out of whack.

Millennials change jobs more than older generations, but thinking about the future is not a huge priority.

Most Americans maintain or even increase their spendable incomes after they started collecting Social Security, according to one of the experts who conducted a study.

It's possible to use these distributions to preserve clients' savings well past their anticipated lifespan.

There are some situations where delaying is neither feasible nor prudent. Here’s how to weigh them.

There are ways around having to pay as much as a 50% penalty. Plus, inheriting Roth IRAs and designing more efficient retirement portfolios.

Why advisers should use age-banding to plan for retirees’ spending levels to flex and adjust.

92% of 401(k) participants are unaware of the fees they pay in their plans, creating the potential to lose a substantial amount of retirement savings

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

Clients can avoid paying taxes as long as they keep working past the age of 70 1/2.

Many advisers have been suggesting saving too much, resulting in clients living frugally before retiring.

Cheap and fun choices abound for those who are counting their pennies.

Clients may pay taxes on their Social Security Disability Insurance benefits if 50% of the benefits and their other income exceed certain thresholds.

To make sure that clients don’t outlive their savings, use this tactic.

Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.

Those still accumulating for retirement can also be affected but there are some important caveats, explains Michael Kitces.

Which funds that already reached their target year have had the best five-year returns?

Although Medicare is a big help for retirees, the program only has a limited coverage depending on the enrollment periods they have signed up for; plus, five ways to help your clients work their way into retirement.