Retirement

Out of favor for a while, this strategy also offers a chance to boost income.

Timing can be fine-tuned at the end, but put a plan in place years in advance.

Timing can be fine-tuned at the end, but put a plan in place years in advance.

Help retirees assemble the puzzle pieces if their plan includes homes in two or more states.

Long-term-care insurance could be bought using people's 401(k) funds and should impose no penalty for early withdrawals, say experts at the Bipartisan Policy Center.

Very few retirees have incomes that equal 70% of what they earned in their working years.

Life after the working years may offer the time needed for lots of leisure activities, but many people aren’t prepared to pay for it.

Higher income may prevent retirees from qualifying for certain assistance programs because of income thresholds; plus, where retirees are moving and why.

Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.

For Vanguard founder John Bogle, the "tyranny of compounding costs" makes the difference between investors who win and others who lose.

Retirement may begin with a choice between starting benefits or taking distributions.

Why Roth IRAs make great presents for loved ones on their way out of college. Plus, reporting RMDs to charities in client filings.

Buying a home is generally considered better than renting, but some retirees may find the opposite is true in their situations.

Even after Congress phased out two popular claiming strategies, you should remind clients they can increase their benefits simply by being patient.

Funds targeting the industry's youngest retirement investors often take the most aggressive allocation strategies – which had the best five-year returns?

A deep dive into millennial's financial habits shows a stark generational difference from boomers when it comes to leaving the nest.

Baby boomers have not considered how they will pay the cost of enjoying their time in retirement, according to a new study from Merrill Lynch and research firm Age Wave.

Those still accumulating for retirement can also be affected but there are some important caveats, explains Michael Kitces.

A typical fund with an expense ratio of 0.75% will set a young investor back by nearly a half million dollars over the span of 40 years; plus, the portfolio strategy your clients need before and during retirement.