Roth IRAs

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

Clients who intend to leave a legacy to their loved ones should consider using a Roth IRA.

Certain clients will have to take a taxable distribution from the account every year.

Socking away all retirement savings in traditional 401(k) and IRA accounts may no longer be wise.

Although the cost of living adjustment increased 2% this year, half of retirees cannot expect a substantial increase in their benefits.

“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.

Because next year will be too late.

We have multiple goals in life and should be able to handle short-term debts and long-term goals without sacrificing one for the other, says an expert.

To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”

Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.