Retirement

Watch clients’ eyes light up when they are told about postponing benefits.

To manage risk in the equity markets, advisers should pitch a V-shaped bond tent.

Employees who invest heavily in company stock are commingling their financial capital with their human capital, and making their financial plans unnecessarily risky along the way.

Use these strategies when disability and retirement are both concerns.

Advisers say one option has clear benefits over the other.

Here’s what advisers are suggesting, just in case.

They are advised to max out tax-deductible contributions to their 401(k) plan and IRA to pay less in taxes this year.

Here’s what advisers are suggesting, just in case.

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.