by
James G. Blase
A couple's retirement withdrawals must take their brackets (and their children's) into account.
by
Karen DeMasters
This D.C. advisor managed to cobble together a retirement plan for his client using covered calls.
by
Ben Mattlin
Couples are seeing their financial dynamics change. How do their advisors keep track of changes and play fair?
by
Joseph B. Darby III
Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.
by
Suzanne Woolley
The saving needs to start at the age of 25 for any hope to have at least $1 million for retirement.
by
Suzanne Woolley
The percent of pre-retirement income that Social Security replaces can vary greatly.
by
Tracey Longo
The financial giant encourages using annuities as well as delaying retirement and Social Security in a new white paper.
by
Alex Tanzi
For people without a college degree, earnings even fell in later years, according to the Bureau of Labor Statistics.
by FA Staff
The problem is that too few U.S. adults are displaying longevity literacy, according to researchers.
by
Jacqueline Sergeant
This advisor tells clients not to get too hung up on a savings objective and to take a broader look at their retirements.
by
Tracey Longo
Researchers found a significant performance gap, mainly because of poor performance by non-U.S. equities.
by
Suzanne Woolley
A new analysis shows the cuts Americans could see to Social Security benefits in 2033.
by
Joseph B. Darby III
The Roth remains one of the best ways to keep the taxman at bay but the mathematics might surprise advisors.
by
Jennifer Lea Reed
Late boomers' retirement assets Are 14.5% lower compared with earlier retirees, according to Boston College researchers.
by
Edward Hayes
An Edward Jones survey found that advisors don't see clients appreciating the risks they may face in retirement.
by
Alyson Dorosky
Here are some facts to have in your pocket when discussing clients' retirement income plans.
by
Ed Slott
Uncertainty surrounding the provision has industry lobbying groups pleading with the IRS for a delay.
by
Ben Mattlin
The 60/40 model is still viable, but it's not a "one-size-fits-all" solution, strategist Todd Schlanger said.
by
Tracey Longo
If confirmed, Martin O'Malley would oversee one of the U.S.'s largest social programs.
by
Jeff Stimpson
The changes could provide clients with significant savings, advisors say.
