Tax expert says creativity counts when figuring out how to mitigate the tax hit on retirement income.
Cadillac coverage may not be a good fit for those with specific quality-of-life wishes
Individual profiles are key to garnering more-accurate spending figures
Dr. Carolyn McClanahan shares her personal vision of aging in place
Workers are being encouraged to roll their 401(k)s into IRAs, but that might not be the best plan of action, the GAO says. Solution? Use plain English, for one thing.
Advisers' reaction to the PBS documentary slamming advisers was ... well ... hardly surprising.
Clients often unaware how much savings are needed to generate sufficient cash
InvestmentNews' Retirement Income Summit 2013 is under way in Chicago. We've pulled together the most intriguing tweets from Day 1.
2.8% the magic number, new study finds
Policies with built-up cash value are popular vehicles for covering expenses in retirement
The Social Security Administration last year stopped mailing annual estimated-benefit statements to workers 25 and older, a service it began in 1999
Rethinking incentives for saving in tax-deferred accounts
Two advisers, two approaches to building wealth while preserving the nest egg
