Retirement

A typically "balanced" portfolio (with 60% in stocks and 40% in bonds) yielded a return of 4% or more just 66% of the time.

As many as 30% of accounts are either abandoned or lost because many providers can no longer locate the account holders.

Advisers and clients may think it doesn't matter which account makes the distribution, as long as the total calculated amount is taken from some account. They are wrong.

Investing in more bonds for a short period is a good strategy for retirement savers to curb the sequence of return risk.

From IRAs fully invested in gold to an ostrich farm, we asked planners about the most unusual investments they've seen.

The size of the firm may dictate what will work for advisers and employees.

The size of the firm may dictate what will work for advisers and employees.

By offering specialized tax planning and retirement tools, this software has carved out a niche for itself for advisories with clients who have less than $2 million in liquid assets.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.

Retirees may want to look for other income sources, such as renting out a room in their home, taking a reverse mortgage or going back to work.

She is the third generation to control the company and, like her family members, has maintained a low profile despite the reach of the firm’s mutual funds.

Creating an irrevocable trust is an option for elders to protect themselves from people who want to take advantage of their declining health and benefit from their wealth.

It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.

Trump has proposed making it easier to pass on HSAs to heirs, while some House Republicans want to nearly double contribution limits.

You may know more than you think. Here's a great way to test yourself.

It's the most important service an adviser can provide, experts say.

The proceeds can be used to pay the tax bill from converting a 401(k) and traditional IRA into a Roth account.

"There are certain business models that will be significantly disrupted," Orion Advisor Service CEO Eric Clarke said in anticipation of a new Donald Trump administration.