Leveraging the structure of PEPs can allow advisors to simultaneously manage multiple plans.
Gen X is waiting at the door for lessons in Social Security. Show them you haven't forgotten them.
The retirement surge will impact people's lives and the national economy, a former Clinton administration official said.
The drive for extra income will have more people working into their 80s or even 90s, he said.
Such strategies can sometimes carry a high price tag, advisors say.
Why don't more advisors recommend using health savings accounts for long-term growth?
An Allspring retirement survey reveals big gaps between what clients think and what advisors know.
Few in the advisory industry view the fiduciary proposal as a cure-all.
The goal of retirement plans should be providing income to those no longer working, not accumulating wealth for those who still are.
Laura Carstensen's new book is a must-read for financial advisors.
All marriages end, and advisors need special skills for guiding newly single clients.
Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.
People are afraid the program will run out of funds, but they risk a 50% cut in benefits if they take money out early, says this expert.
It may be best to reserve your client's Roth conversion between the ages of 65 and 70.
Investors feel less secure about their finances, yet also feel better about the economy.
They have big financial incentives to stay put in their homes, Redfin found.
Inflation and longer lifespans are changing people's views on how much retirement will cost, Northwestern Mutual says.
CFP Board General Counsel Leo Rydzewski also feels the DOL fiduciary rule can withstand a court challenge.
The rule is needed to protect retirement savers from conflicted advice, Democratic lawmakers said.
The chairman of BlackRock warned of a looming retirement crisis in the U.S.