Retirement

With accounts now often reaching seven figures, estate planning expert Natalie Choate delved into the complexity of the increasingly important tool.

Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.

In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.

A tougher job market and requirements to simultaneously care for children and elderly parents are just some burdens clients may face.

Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.

The S&P 500 bottomed in March 2009, but clients have since seen a huge boost in their retirement savings.

Clients who want to retire in their 30s or 40s will need a lot of hand-holding.

Most inflows in the space went to products with over 80% of their assets in index funds, new research from Morningstar finds.

With longer life expectancies leading to increased health care spending later in life, experts are second-guessing the 10% savings rule.

The misconceptions about Social Security are alarming. says an expert. The number of people relying on the program to be their main source of income "is scary."

I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out.

Can’t stop, won’t stop. That’s the mantra of some boomers who have no interest in retirement.

“People didn’t want to use up their estate tax exemption,” but that has changed as a result of the new law, an expert says.

A market correction only becomes a real risk if investors act and make buy or sell decisions to alleviate mental anguish today at the expense of tomorrow, says an expert.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

As retirement horizons grow, the rich are less willing to focus on generational wealth transfers.

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.

Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.

Promising its tech will provide more features than any target date fund, the investment research giant makes a play for the advisor-managed account market.

It's tricky but Savant's Brent Brodeski may have found the magic formula with a little help from Ford's Alan Mulally.