Downsizing is a myth, one study finds: A third of retirees bought bigger houses.
Discovering a freedom threshold and dispelling the downsizing myth
Put down your box of receipts and check out these tools.
Annual survey by Pensions & Investments finds DC plans gained 12.8% last year, driven mostly by market gains.
If clients fit the requirements, now is the time for them to take action and reduce unnecessary medical spending and hassles
Combine tax-efficient withdrawals and Social Security claiming strategies to improve retirement outcomes.
Guaranteed lifetime withdrawal benefits are back
Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.
One artist's precipitous fall is a reminder that art can be a fundamentally fickle asset. So, buy it because you love it.
Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons
Hold onto your hats and proceed with caution.
The president's proposed change in step-up in basis would have a major impact on high-net-worth earners' taxes, according to Robert N. Gordon.
Senate leaders are asking the public to add their ideas for overhauling the code to the bipartisan debate.
<i>Breakfast with Benjamin</i>: Pension funds never factored in that people would live as long as they're living. Plus: Fake hedge funder goes to extremes to cover his tracks, Congress to the rescue, and IRA missteps you can avoid
Protection takes precedence for committed couples who won't get hitched.
When interest rates rise, the $3.4 million ceiling proposed could drop, trapping more people in a tax net
A third of investors in one study weren't given the help they sought, and less than 10% got advice on taxes, estate planning, education planning, debt management or personal budgeting.
The Labor Department's proposal to impose a fiduciary standard on retirement advisers has stalled as the brokerage industry makes one more, eleventh-hour bid to change it.
What if you could do something similar to a charitable IRA rollover now, with more clients qualifying, fewer downsides and numerous advantages?
<i>Breakfast with Benjamin</i>: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.
