Retirement

With many private and public pensions in the red, clients are advised to look for options that will improve their prospects, such as Roth IRAs.

The new law will affect how financial advisors and clients evaluate the pros and cons.

The rewrite could affect how these firms value potential buyout targets.

IRA investors can draw funds from their accounts tax-free if the money will be used to fund college tuition and other related costs.

The group hopes to have about 1,000 holders of its new retirement planning designation within three years.

Clients shouldn't let their egos get in the way when making investment decisions. They will be better served with a dispassionate asset mix that's rebalanced annually, rather than making investing decisions "in purely personal terms."

While the stock market remains strong, clients should stress-test their portfolios and ensure that they reflect their risk tolerance levels.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

Adding five years to their working years will enable clients to replace their pre-retirement income by up to 90% instead of 60% in some cases.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.

Seniors looking to launch a business should consider collecting their retirement benefits early.

M&A deals have picked up pace as tech firms bring more complex products to market.

Retirees will have to change the way they file taxes under the new tax law, including making two years' worth of charitable donations every other year to exceed the standard deduction and itemize.

In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.

Clients who prefer a simple retirement investing strategy should consider a dividend stock index fund.

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.

The online tool, created by the advocacy organization and state regulators, suggests tough questions for the hiring process.