Retirement

You’ll probably find administrators blocking the backdoor Roth IRA strategy more than anyone else, says Kimberly Foss, planner, author and Financial Planning contributor. That’s when you’ll have to adopt the role of educator, she says.

More states should follow in California’s footsteps in making it easier and cheaper for seniors to tap home equity, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.

There are hundreds of claiming strategies — using the wrong one can have major repercussions.

Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.

A small group will actually pay less in premiums because the cost-of-living adjustment in their Social Security benefits next year won’t be large enough to cover the premium increase.

Whether targeting baseball players or tech execs, some firms place their bets on a narrow client focus.

Compared with college-educated professionals, high school educated workers retire earlier because their jobs are physically demanding and less appealing for aging workers.

The wealth in retirement accounts could shrink by that much due to annual defaults on 401(k) loans. The projected loss is about 2.7% of the $7.8 trillion in retirement accounts.

The average beneficiary will receive $39 more a month next year.

One hybrid robo advisor is looking to new reporting tools to help push a higher standard of client care.

The SSA may tell your clients they can’t use this filing strategy. But author and consultant Brian Doherty says the agency is wrong.

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

Seniors will have to pay income taxes on a certain portion of their benefits if their taxable income plus 50% of the benefits exceed a certain threshold.

This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.

Some can expect an increase in their tax bill thanks to Social Security income taxes and higher Medicare premiums.

For potential landlords, owning rental property can sometimes be managed from a laptop or even a phone.

The bank has expanded its financial advising benefit program from C-suite executives to employees who need help planning for their futures.

Premiums appear to be stabilizing finally and even dropping in some states.

The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.