Roth IRAs

The right debt strategy can help clients make better decisions with capital allocations.

Most retirees said they adapted to their situation of having limited retirement income and they have had few regrets, according to a survey.

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

The answer is in the investment details. If your employer offers a match, contribute at least enough money to get it since matches amount to "free money."

Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.

Each pre-retiree couple is in a unique circumstance, and needs to account for their health and longevity, as well as their willingness and ability to work.

Not tapping tax-deferred retirement accounts until the age of 70 1/2 can be a wrong move, as required minimum distributions can be big enough to push retirees to a higher tax bracket.