Retirement

Nearly two-thirds of future and recent retirees are worried there will be cuts to the program under the Trump administration. And an even greater percentage think that it needs to change.

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.

Advisors are offered new automated tools to help clients manage a life after work.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.

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.