Retirement

The biggest losses this year came from sectors that suffered the most in lockdown.

Decisions we make during financial crises alter as retirement nears — and not always for the better.

The regulation permits more exemptions from fiduciary duties, but may itself be replaced by the incoming Biden administration.

The latest deal by a wealth manager for an employee services firm enables the Raymond James Private Client Group to expand its reach.

The potential for higher rates in 2021 is real, but exactly what the rate would be, and who would pay those rates, is far from certain.

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.

The top 20 outpaced the broader industry and had an average net expense ratio far below the 0.45% investors paid last year.

From COBRA premiums to long-term care, there are surprising uses for funds in these tax-advantaged accounts.

The 20 mutual funds and ETFs on this list have an average fee of roughly 111 basis points.

The low interest rates pushing down sales across most fixed and variable lines are also boosting certain products.

For some, estimated tax payments are a non-issue. Others may earn all of their income from sources that don’t withhold amounts for federal income taxes.

The top 20 have delivered overall outperformance. However, their gains come with fees more than twice the industry average.

The average expense ratio for this group was more than 100 basis points.

Advisors need a complete picture of the unique defined benefits and compensation a veteran receives.

In unique circumstances, contribution limits to a Roth IRA do not apply. Here’s why.

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.

Big changes to regulations and retirement planning could be in the mix following the Democrat’s election victory.