Retirement

Not just taxes, clients care about cost of living, health care quality, crime rates, culture and weather.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.

Despite the increase, the figure still represents a small percentage of the 16.1 million accounts that the company manages.

Thought we were done with the tax overhaul? Think again.

Rich professionals have found a new way to bypass income limits created by Congress.

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

Always check and update the beneficiary forms.

Can you live up to your own guidance?

Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.

Here's what keeps planners from following the advice they give clients.

Leave this bad influence back where it belongs — in high school.

Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.

Divorced women are more financially prepared for retirement than their single, never-married counterparts because they are more likely to secure their marital home after the separation.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

More than one third of the respondents (37%) save for emergency purposes, while 30% save to secure their retirement. See the reason that tops the list.

Congress is considering seven bills, which if passed, would help Americans improve their retirement prospects.

Planners can help empower clients facing a transition that can feel "lonely and daunting."