Retirement

Here's what your divorced clients need to know about their Social Security benefits.

Advisors managing assets within retirement plan vehicles, including IRAs, will need to take a hard look at their own pricing and practices, because simply disclosing conflicts of interest is no longer good enough under the new rule.

Many people don't need life insurance once they retire, but here are five types of clients who may want to keep their policies.

When it comes to choosing the best place to live, retiree clients have different priorities. Here are a few issues to consider.

Clients will want to know how much money they can spend each year during retirement. Here are five withdrawal strategies to consider.

Many of your clients will need to work past retirement age — but some of them don't see it that way. Here are five ways to change their minds.

Your clients want to know if they'll have enough money in retirement. The answer, of course, depends on how long they can expect to live.

Retirement savers are advised to consolidate their old 401(k) plans to manage the money more easily and avoid administrative expenses; plus, why Social Security is a women's issue.

Voices: Even independent advisors have some adjustments to make. Here are some of the most important, according to managing director of TD Ameritrade Institutional.

Despite the many benefits that IRAs offer, many people do not use them as a retirement saving tool; plus, what parents should know about Social Security.

Voices: an advisor earning a high single-figure commission from a variable annuity product should become a thing of the past.

The flexibility and broad selection of a regular investment account could outweigh the tax advantages of a 529 plan for funding higher education.

A number of seniors opt to relocate in retirement to live closer to their adult children and grandchildren; plus, three ETFs to fund a happy retirement.

It doesn't necessarily make sense to pay off student loans early if that means foregoing saving for retirement; plus, how the life-expectancy gap between rich and poor skews Social Security.

Today's young workers can learn from their parents' example on making early sacrifices and managing debt wisely; plus, how clients can save by automating their portfolios.

These are fundamentally different ideas for retirement income planning, but it doesn't need to be an either/or situation; plus considerations for clients looking to work in retirement.

Worries grow over retirement security, according to new research from IRI.

"I think it’s too soon to call this version anything close to a victory for either consumers or the financial services industry," writes John Taft, CEO of RBC Wealth Management.

Clients may contribute less than the maximum if they're carrying high-interest debt or need funds for education or a new home; plus, why raising the retirement age is a bad idea.

The low-cost, passive trend may be accelerated because of new fiduciary rules issued by the Department of Labor.