Retirement

The fee is “like a cash-printing machine for plan administrators," said one expert, and there’s very little clients can do about it.

For years, it seemed that a decline in monthly benefits was a long way off. Now it may be sooner than expected. Here’s what advisers need to know.

Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.

IRA investors who turn 70 before June 30 have a little more than a year to make their first withdrawal.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

79% of people supported raising the full retirement age to 68 from 67, according to a survey from the University of Maryland, which could reduce benefits even for those who wait until 70 to retire.

Why it's a good time to invest even small amounts into 401(k) and Roth IRA accounts. Plus, avoiding the capital gains hit.

Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.

While some experts recommend annuitizing at least 25% of savings to generate guaranteed income in retirement, clients should weigh other options before making a decision.

The U.S. ranks poorly among 14 developed nations, with U.S. females having the shortest life spans and U.S. males the second shortest.

With the full retirement age increased, the advantages of waiting until age 70 have been somewhat diminished.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.

There are limits to how much clients can contribute — exceeding these thresholds can result in costly penalties.

This approach to planning remains a strong way advisers can add value for clients.

Why advisers should use age-banding to plan for retirees’ spending levels to flex and adjust.

92% of 401(k) participants are unaware of the fees they pay in their plans, creating the potential to lose a substantial amount of retirement savings

This approach to planning remains a strong way advisers can add value for clients.

Instead of hand-wringing over its future, advisers and clients can consider this solution.

Instead of hand-wringing over its future, advisers and clients can consider this solution.