Retirement

Roughly 15% of government workers are eligible to retire, but for most government jobs there is no mandatory retirement age.

Saving too much for retirement could force clients to take loans or make withdrawals that would carry taxes and penalties.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.

Here’s how advisors are replacing traditional methods.

Some say the changes could make the Federal Housing Administration's program less attractive to borrowers, but they could also improve the market.

Less than $5 million in gross receipts during a five-year period and qualified R&D expenses are required.

Newer hybrid products are popular, but they can be expensive.

Equifax's data breach may be the most serious, given that it covered 143 million consumers and involved reams of confidential information, but it wasn't the largest. Following are the biggest to date.

Retirees who are considering investing in an immediate annuity can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.

Getting to know clients’ children will help advisors hone their services and keep their businesses thriving while retirement withdrawals chip away at AUM.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

Retiree savings are only as safe as the places that hold retirees' personal information, says expert.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Have advisors learned nothing from the 2008 crash?

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

There’s one major benefit to these accounts.

Retirees can consider a Roth IRA if they want to leave assets that would not be taxed once inherited.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,