RMDs

More than two-thirds of retirees are making this mistake because they don't have a sustainable withdrawal plan, according to a new study.

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.

If history is a guide, your clients can stop freaking out about having enough money during their post-work life.

Clients must still account for gains not incurred through a sale or cash distribution.

Those who can't downsize can still rent out a portion of their property to help cover expenses.

Clients should not only check the fees, but also compare their after-tax returns.

Alexandra Court had been promoted to global head of institutional distribution in 2016, a move accompanied by about two dozen job cuts in that division.

Short-term returns are mostly noise, which, by definition, largely cancels itself out over time

Benefits are based on how much someone earns in their top 35 working years. So if there are fewer years in someone's career, their monthly retirement checks will be lower. Check out the other reasons clients could receive less.

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.