Retirement

Affluent investors who have maxed out their retirement plan contributions hold target date funds in taxable brokerage accounts.

The first rate hike since 2018 was expected, but its effects are still to be seen.

Specific, well thought out educational strategies can help the workforce reach their retirement goals.

The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.

The “six-month nudge” technique leans into the fact that 95% of all individuals alive when they hit full retirement age are likely to reach age 70, according to actuarial tables.

Corey Metzman, co-founder and chief operating officer at Medicare advisory company Chapter, explains the basics of Medicare.

To achieve a purpose-driven life after work, critical questions must be asked to seed difficult conversations.

Here's what wealthy investors and their advisors need to know.

Retirement plans that shift the approach away from the traditional can reap the rewards, according to experts in an EBRI webinar.

With their growth tied to market indices, FIAs have the potential to provide higher returns than traditional low-risk or fixed investments like CDs.

With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.

Lawmakers want annuities in Americans’ retirement plans in reintroduced legislation.

The strategy provides an alternate course to clients claiming their monthly checks as soon as they leave their jobs, experts say.

Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.

Annual drawdowns tell us little about possible standards of living in retirement as investors spend dollars, not percentages.

There’s a whiff of 1968 in the air. China’s “lying flat” movement has more than a passing echo of the U.S. counterculture of the 1960s and has found resonance around the world. It isn’t only the young and disaffected who are choosing to drop out. Two years into a global pandemic, the number of Americans choosing to retire early has been surging. It’s a perilous moment for them.

FINRA Senior Vice President Gerri Walsh talked about the importance of advisors and financial education as she testified before the Senate Special Committee on Aging.

Former J.P. Morgan exec looks to behavioral finance for answers to investing questions.

A lack of awareness that web services are available turns out to be the most commonly cited reason for calling or visiting an SSA office.