Retirement

Tools from Betterment, Vestwell and FiduciaryShield make it easy for planners to become retirement plan advisors, but they need to think twice before jumping in.

Some of the biggest laggards have managed short-term gains of more than 40%.

Trump’s order defers the payment deadline to the end of the year, though Treasury Secretary Steven Mnuchin has said company participation is optional.

The president has deferred payroll taxes that fund the program, and says he would eliminate them if elected to a second term.

More than 95% of comment letters submitted were opposed to the Labor Department’s proposed rule, according to a new analysis.

New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.

The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.

From regulations to taxes, big changes could be in the offing.

While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo.

Fees for the category's best performing mutual funds and ETFs are much like the price of bullion: expensive.

If the court ends up making this choice, intended family members may lose out — all for want of filling out a one-page form.

High unemployment, rising virus cases and the upcoming presidential election are causing clients to change their strategies, advisors say.

“If you decide to make the portfolio more conservative, make sure you have a plan — an exact plan — on when to come back,” an expert says.

If clients “looked just three months ago, these numbers would be glaringly different,” an expert says.

The president said his action authorizes the U.S. Treasury to allow companies to defer — not suspend — payroll taxes for Americans making less than $100,000 a year from Sept. 1 through Dec. 31.

“Clients have gotten a good scare,” says Dave Welling, CEO of Mercer Advisors.

A significant push to use the precious metal as portfolio insurance may create a self-reinforcing spiral that upends its appeal as a hedge.

Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.