Retirement

The gender gap is alive and well when it comes to career timeouts and savings often take the hit.

Of all the end-of-year financial faults affecting workers, this one could cause them to end up working longer than they had intended.

Medicare savings programs, discounts on prescription drugs and rental assistance are a few ways retirees can lighten their load.

Vesting schedules applies to the type of money, not on the exact amount that was deposited, according to an expert.

Helping clients develop a solid investment strategy is an important step to help them survive market volatility.

One option is to sell funds with lower or no estimated distributions, especially if possible savings will exceed trading costs.

Younger clients who adopt an overly conservative investment approach are advised to consider diversified, low-cost equity products to boost returns.

The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

Required minimum distributions are just one example of unforeseen expenses for retirees, an expert writes.

Early and consistent saving may not be enough to safely leave the labor force for good.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

With pensions gradually disappearing, more retirees will have to rely on 401(k)s.

The decisions made before they retire are integral to their success, according to an expert.

Medical expenses for retired clients may be more predictable than expected, experts say.

Despite recent tax law changes, recharacterizations are still possible and can prove a valuable strategy to correct such missteps.

Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.

“If done correctly, dividend-yielding stocks are the gifts that keep on giving,” an expert says.