Retirement

The argument in favor of a formula long supported by advocates gets weaker in light of new data, according to a report by retirement experts.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

None of the leading 20 funds with a 50% to 70% equity allocation beat the gains of broader stock indexes over the past 10 years.

New flavors of the retirement investments aim to override a lingering bad image by scrapping conflict-laden commissions and being easier to understand. Will independent financial advisors finally be persuaded?

How advisors handle tax advice for their clients can depend on how large their firm is.

The service lifted the limit from $19,500 as part of its annual inflation adjustments.

Once again, the proposal would cap certain IRAs and require distributions once thresholds are met.

There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health?

Inflation, social security, taxes, custom indexing: here are the retirement stories that mattered most this quarter.

U.S. Rep. John Larson’s legislation would increase benefits for the first time in 50 years, but it’s one of the two competing approaches attracting support.

With banks and the Federal Reserve now eyeing more lasting inflation, many financial advisors are adjusting things for their clients.

The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis.

Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement.

The widely expected bump in benefits won’t alter the program’s fiscal sustainability.

Good luck getting in to see an estate planner if you don’t already have one. Cross your fingers if you do.

Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

For clients in their 60s, it’s crucial to have tough conversations about how they want to live out the remainder of their lives even if they become ill, Dr. Carolyn McClanahan said at a Morningstar Investment Conference panel.