Retirement

One approach to determine a retirement withdrawal rate is to set a fixed percentage of their portfolio every year, says an expert. But there are other strategies, as well.

The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.

Compared to lower earners, clients with moderate and higher incomes will owe more taxes on the distributions from tax-deferred accounts after they retire.

Many Americans affected by the partial government shutdown are tapping their retirement savings and taking other financial options.

A planner becomes a certified foster parent and grapples with loss when the child he has fostered is adopted by another family.

In many ways, the restricted application is similar to the old file and suspend strategy, which was disallowed in 2016. However, there is one big difference.

All 20 funds posted losses over the last year.

Cash is becoming an attractive security blanket again for investors amid rising interest rates and stock market volatility, says an expert.

Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.

The stock market typically recovers from bear markets in far less time than most doom-and-gloomers think, says an expert.

Seniors who intend to get a Medigap policy to supplement their traditional Medicare coverage may have trouble getting one.

Vanguard's founder had bold ideas that reshaped investing. He changed my life — twice.

Offices remain open and monthly Social Security checks will go out on time despite the partial shutdown.

Brexit, worries about trade wars and rising interest rates have prompted a selloff in developed country stocks.

Clients may want a new plan if there have been unfavorable changes to their old plans, they want more flexibility or because of a new illness.

Being a homeowner may not be the most cost efficient move in some areas.

Federal employees who retire during the partial government shutdown would have to wait a longer time to take retirement distributions from their savings plans.

Seniors are advised to take measures to prepare for a possible shortfall in retirement income, as there is no guarantee for an immediate fix to the problem.

Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.