Retirement

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.

Scroll through to learn about five core changes impacting retirees.

Even after a federal appeals court struck down the rule, more clashes over the regulation of sales versus advice are inevitable.

Seniors should consider designating joint agents, reviewing the security features on their financial accounts, and having their names removed from credit card solicitations.

A federal court has struck down the rule and the industry’s top online advice executives are speaking out.

Retirement investors who want to buy bitcoins in a self-directed IRA should ensure they are in control of their own private key.

Parents should ensure that their child has earned an income to be able to open the account.

Fintechs are pitching new tools to plan providers claiming they can lower 401(k) costs.

In a bull market's later stages, some types of investments work better than others. Find out which ones they are.

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.

Monte Carlo simulations can only do so much.

In just the first six weeks of the year, about 1.4 million borrowers lost the interest rate incentive to refinance.

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

Clients can bring their effective tax rate below 3% in retirement by using a combination of three strategies.

Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many people will get even less. The question is: how much less?

Many taxpayers can expect a lower tax bill under the new law and should consider adjusting their withholding to put the money to good use.

Here's a look at the housing markets where supply is shrinking the most.

Traditional wisdom says that bonds and stocks complement each other, but this is not always the case, especially when a reduction in valuations occurs.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.