Retirement

Benefits are meant to replace just 40% of preretirement income, so many retirees should consider creating new income sources, such as running a small business or renting out a property.

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

Working longer and taking on a part-time job are two of the simple strategies for seniors to curb the impact of a market correction. But there are other tips to consider as well.

The tax increases stem from lawmakers' failure to index the taxation on inflation, according to one expert.

Taking these steps can help clients insulate themselves from some of the market volatility that we've been experiencing recently, says one expert.

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?

If your client's goal is to save more for retirement, there are some simple steps they can take to make that resolution stick.

This strategy enables retirees to restrict their application to spousal benefits and allow their benefit to grow until they reach 70.

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?