Retirement

New FINRA rules will help the wealth management industry do its part to identify and prevent elder abuse.

Lawmakers agreed to form a congressional committee that would look into multiemployer plans and develop a measure to fix these plans' insolvency woes.

The right strategy can put them “in the 0% tax bracket,” an expert writes.

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

The proposed budget includes a provision that would give Medicare recipients the option to contribute to a health savings account, which would offer various tax benefits.

Although smaller companies could be volatile, those that pay dividends tend to be more mature and profitable.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

Raising the payroll tax is the easy way (in theory); here are other solutions for funding the Social Security shortfall.

A partnership could extend a firm's reach, while ethical investing portfolios offer clients more options.

After stellar performance in a hectic decade, advisors home in on these funds.

Younger investors may see the market's swing as just another fluctuation in the market, while assuming that time is on their side. Older investors, on the other hand, may be far more stressed.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

The number of accounts with $1 million or more increased to 150,000 in the fourth quarter of 2017 from 93,000 recorded in the same quarter the year before.

Retirees are advised to step back to get a better perspective and then review their asset allocation in their portfolio.

The revamped toolset includes financial planning software and fraud and identity theft protection.

Commission prioritizes retail investors as OCIE issues its must-read compliance letter.

Investors are advised to liquidate some assets or transfer them to certificates of deposit and money market funds.

I told clients they need a plan. Turns out, I needed one, too.

As long as their earnings won't exceed the limit set by the Social Security Administration, they will not lose their benefits.