Retirement

Clients who have assets in an IRA but want to reduce the costs may want to roll the money into their 401(k) plan if their employer allows such transfer.

These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.

Clients in their 20s should focus on retirement savings as much as their other financial needs, such as rent and credit card payments.

Bridgewater's Ray Dalio, who said his succession plan would take a decade, kicked off the hand-over in 2010.

There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.

An avid runner, adviser Melissa Sotudeh finds striking similarities between her passion and her practice.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

One important somber step for 40-something clients is to consider what happens to their assets when they die.

How IRA conversions can come at a steep price for clients. Plus, ways to dodge a surprise bill from the IRS.

One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

Many people who qualify for the Retirement Savings Contribution Credit can save as much as $2,000 on taxes but fail to claim it because they are not aware of it.

Advisers might want to steer their practices away from doctors and toward millennials.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.

The proposed new Roth health savings account is designed to help people cover health insurance premiums and out-of-pocket medical costs.

Changes can substantially reduce the value of delaying widow(er) benefits for surviving spouses.

A Senate bill would provide liability protections for advisors who report suspected abuse of senior clients.

Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.

When a tax-deferred account is part of an estate, failure to follow the tax rules correctly can result in a financial disaster.

Blooom CEO Chris Costello says the firm will not develop a white labeled version of its offering, as other robos have done with their platforms.

An adviser at the firm squandered the aging clients' retirement money on oil and gas investments and Puerto Rico bonds, their lawyer said.