Retirement

Clients still have a few weeks to make deductible contributions to various retirement accounts, as well as health savings accounts, to reduce their 2017 tax liabilities.

One major help will be in helping participants think in terms of lifetime income — as opposed to accumulated balances — by requiring benefit statements to include income estimates at least once a year.

The asset manager says its free tool for target date fund clients will "supplement the advisor conversation."

These funds can help clients put saving plans on autopilot, but they can also take on more risk than expected.

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Although funded with after tax dollars, what clients owe will be lower than the liability on traditional IRA withdrawals in retirement.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

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.

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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.