Retirement

The bill now heads to President Biden's desk, but supporters and critics alike worry about how it will be funded.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

Consider this host of strategies to help clients keep more of what they earn.

Health issues. Death. Politics. Some topics make for uncomfortable conversations, but financial advisors need to have them anyway.

Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help.

Betterment at Work surveyed 1,000 employees about how confident or anxious they're feeling about their financial futures.

In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.

Even among retirement-age Americans, many nest eggs are almost empty, according to an alarming new study by GOBankingRates.

Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?

Health care advisory experts can secure substantial financial benefits for HNW clients while providing a value-added service for wealth managers and family offices.

A young wealth manager has a vision for his new firm, but not every prospect fits into it. Should he be flexible about his client base, or stick to his target demographic?

Just before the year ends, Congress may pass the Social Security Fairness Act. Here's what's in the bill and who it's for.

The inheritance expected from baby boomers to younger Americans keeps getting bigger. One research group's estimate is already 45% higher than it was three years ago.

Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help.

The IRS introduced changes to certain contribution limits to 401(k) and retirement plans for 2025, while some limits will remain the same.

Orlando, Florida, ranks as the top city for retirement due to a lower tax rate and a large amount of recreational activities.

President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.

Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?

A government watchdog reports that Labor Department regulations haven't made much of an impact on the levels of disclosure and comprehension.

Two new ETFs, the FIRE Funds Wealth Builder ETF (FIRS) and FIRE Funds Income Target ETF (FIRI), cater to the growing FIRE movement.