Retirement Planning

Reverse Mortgages Can Be a Retiree's Saving Grace: Retirement Scan
Apart from retirement savings, home equity is another source of wealth that Americans can use to help fund retirement; Plus, why your retirement could cost you an extra $25,000.
A retired couple alleges their advisor lost millions through negligence and misrepresentation of certain securities, but the firm says that the clients were sophisticated self-directed investors. Read More »
Paul Reilly says there is little question the law will pass, but he hopes the restrictions are more workable and the rules more clear on what financial products are restricted. Read More »
Advisors have invested a significant amount of sweat equity in their books. Why not tap that resource to fund their own retirement? Read More »
When older clients want to relocate, they must consider the cost of housing and health care, as well as taxes. Read More »
With one-third of advisors expected to leave the industry in the next ten years, young advisors see an opportunity to pick up another book of business. But at what price? Read More »
Help your clients avoid a double-tax whammy by reporting nondeductible IRA contributions. Read More »
With close to half of all bank advisors near retirement age, how are banks planning to replace them? Read More »
As fee-based business increases, succession planning takes on a bigger role in the channel. Read More »
Only about one-third of CFPs say their clients are even somewhat knowledgeable about claiming Social Security benefits, according to a new join study from the FPA and AARP. Read More »
If you want to increase referrals in the long run, don’t always act in your own best interest in the short term, columnist Jonathan Clements says. Read More »
"The more investments and account types a client has, the more complicated their tax picture can become. Add to that the variations between state and federal tax laws, and the complexity increases further," says Greg Steiger, manager of retirement income planning at RBC. Read More »
Why some analysts say the proposed fiduciary standard could mean fewer and more costly investment choices for clients; Plus, five money milestones for clients to hit in their 40s. Read More »
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