Retirement

Clients are advised to consider delaying their Social Security benefits, as up to 85% will be subject to income taxes, an expert says.

Retirement savers stand to lose more from the panic-driven selloff that comes before a recession than the actual market downturn itself, writes an expert.

Too often succession plans tend to be all-or-nothing. There are better ways.

Clients who outlive their retirement savings are among those most at risk.

The deal comes amid a flurry of similar digital investment acquisitions made by competing banks.

The cost of health care before retirement is inherently more volatile than after, according to an expert.

Depending on where they live, retirees can expect their six-figure savings to last more than two decades, data shows.

The departures mean my practice is losing thousands of dollars in revenue — for now.

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.

"Put people before profits and focus on service above self," says Kimberly Foss, founder of Empyrion Wealth Management.

Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.

Here’s an analysis of six different funds that could be options for your retirement-income seeking clients.

Clients who retire early are more likely to experience bouts of anxiety and self-doubt.

Allegations rose amid multiple multimillion-dollar donations while the company’s CEO sits on MIT’s board.

Without acknowledging both the downside and tremendous upside of long time horizons, the 4% rule is no rule at all.

Some managers have taken on more risk amid a decades-long decline in interest rates and slow global economic growth to meet long term targets.

Seniors living overseas are advised to enroll before moving back to the U.S.

Just 62% of women are protected compared to 76% of their male counterparts, research shows.

Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.