Retirement

Insurance, emergency savings and estate planning documents are among the topics advisors should consider reviewing with clients.

Part of clients' anxiety about this issue stems from the uncertainty of how much or how long such health care expenses will be incurred.

The Malvern, Pennsylvania-based asset manager was dinged by the SEC, which said it made misleading statements to some retirement savers.

Almost half of women say they will outlive their retirement savings, compared to 38% of men.

Cash flow, tax bracket and timing of distributions will determine whether pretax or post-tax treatment of retirement savings makes more sense.

Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset.

The proposed regulations involve provisions of the SECURE 2.0 Act, including auto enrollment in 401(k) and 403(b) plans, and the Roth IRA catchup rule.

The law will increase benefits for millions of retirees, but it's still not clear where the added funds will come from.

The vast majority of seniors surveyed about Social Security's COLA say the number should be as much as five times higher than the government is forking over this year.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

AI-driven faux-emotional chatbots pose existential questions about the future of human financial advisors.

As Americans prepare for a more crypto-friendly government, do digital currencies deserve a place in their nest eggs?

The SECURE 2.0 Act contained changes to traditional and Roth individual retirement accounts and 401(k) plans that are being phased in over several years.

The bill now heads to President Biden's desk, but supporters and critics alike worry about how it will be funded.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

Consider this host of strategies to help clients keep more of what they earn.

Health issues. Death. Politics. Some topics make for uncomfortable conversations, but financial advisors need to have them anyway.

Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help.

Betterment at Work surveyed 1,000 employees about how confident or anxious they're feeling about their financial futures.

In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.