Retirement

Key issues to consider when strategizing clients' future financial health.

Just about everyone in financial services wants to offer these retirement planning advice to wealthier boomers, but this firm rises to the top, says Tech Tools' columnist Joel Bruckenstein.

A generation crosses a finish line and finds the IRS waiting. Here are some tips to help them minimize the bite.

Why your clients should remain calm following the United Kingdom's recent vote to leave the European Union.

Under the current estimate, 2034 is the year when the administration can no longer pay full benefits. But the program should still be able to pay three-quarters of benefits at that time and for decades afterward.

Retirement investors should still put their money to work despite uncertainties due to recent events worldwide, says Vanguard's founder.

These strategies can help clients with challenging drawdown decisions

It is expected that Medicare’s hospital-insurance trust fund will have depleted reserves by 2028 or two years earlier than last year's estimates, according to report.

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

The senator has introduced legislation that calls for a database of all retirement accounts, and for investing abandoned accounts in target-date funds.

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

Spousal benefits and survivor benefits appear very similar, but scratch a little deeper you’ll find a tangle of regulations and features. Here’s how to unwind them.

Clients who are currently investing for retirement should anticipate a paltry long-term return given today's market conditions, says BlackRock Chairman and CEO Larry Fink.

The proposals would enhance retirement security for those who depend most on the program; plus, three ways to lower long-term-care insurance premiums.

Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.

Retirees diagnosed with serious health concerns should adjust their expectations on how they should spend their time and money.

One adviser at the Morningstar conference finds retirement assumptions being reconsidered.

Is it time to try for another target market? Or just become a generalist? Forsaking current branding and marketing should not be taken lightly.

Retirees are advised to compute how long their savings would last at specific spending rates to know how much wiggle room they have.

Missed compounding opportunities, steep taxes and penalties and the possibility of forced early retirement, that's why.