Retirement

Clients are advised to diversify their tax positioning when investing for retirement, one expert says. This can be done by contributing to three buckets: taxable, IRA (pretax) and Roth (posttax).

When your clients say they want to invest like celebrity billionaires, point out that they already have one thing in common — some years are good, some are bad.

There can be benefits in enrolling simultaneously, but there are also incentives to consider in waiting on Social Security, instead of claiming benefits at 65 when Medicare kicks in.

Clients can often retire smoothly even during a downturn if they diversify and rebalance their portfolios properly, as well as pay off debts and maximize their Social Security benefits.

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.

A widely held view is that a lot of spending is wasted on “heroic” measures at the end of life, but it’s difficult to know which patients are in their final year.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

They are advised to take the mandatory distribution days before the deadline to ensure that they get their withdrawal processed in time.

Millennials should start setting money aside early and consistently, but without depriving themselves.

Some of the largest and fastest-growing economies in the world are still considered emerging markets.

One of the major provisions of proposed legislation would require 401(k) plans to offer annuities so participants could create new income streams.

The biggest QCD question is whether it will be effective for a check not cashed by year’s end?

The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.

Even as equities have taken a beating, I haven't received a single frantic call or text.

The Trump tax cut may have changed the calculus for some couples filing joint returns.

Despite Social Security's financial woes, the revenue shortfall can be easily fixed, say experts at Boston College Center for Retirement Research. But it will only go so far in paying for living expenses.

Building income streams that mimic the predictability of a working lifestyle is a delicate skill.

Failing to take the mandatory distribution on time may push retirees to a higher tax bracket.

The following tips may help clients minimize their liability.

Millennials are using TDFs more than others. Digital firms are paying attention.