Retirement

How working longer can help elderly clients overcome a retirement benefit shortfall; plus, why basing a client's retirement plan on inheritance is a grave mistake.

Save clients big headaches by being aware of these RMD-related errors.

Clients making IRA conversions should create several accounts to save on taxes. Plus, five carryovers for next year's filing and property exchange strategies.

Investors often think their time and savings are running out and micromanage their investments despite having hired a financial adviser.

Nearly four decades after adopting passive investing techniques, Vanguard's founder finally sees the approach pay off; plus, Social Security filing tactics your clients need to consider.

Even as she helps clients prepare financially for the future, doctor and adviser Carolyn McClanahan knows "the future could be gone in the blink of an eye."

They also should reduce spending as much as possible and keep their investments in stocks for greater returns; plus, planning for the gig economy.

Advisors are now helping clients think about living to 100 and beyond.

Who benefits from a new law that allows retirees to make donations to charities directly from their IRAs? Plus, retirement challenges even millennials with 401(k)s will face.

Why certain clients should allocate more, or less, to their emergency funds in preparation for retirement; plus, how Americans blew $1.7 trillion in retirement savings.

Why seniors and physicians must overcome their fears of discussing end-of-life care; plus, how to plan for a client's retirement in their 60s.

Planning early helped contribute to the success of retirees who are living a happy life; plus, when it's ok to ignore the gospel on retirement

New reporting requirements allow the feds to focus on hard-to-value holdings in order to boost taxable required minimum distributions.

There's a window of opportunity before clients reach age 70 ½ to mitigate some of the bite.

Here’s how to avoid the convoluted interplay of factors that can lead to alarmingly high rates.