Some financial advisors say that, with Revenue Notice (2014-54), the IRS has implicitly blessed a potentially attractive new planning technique involving creating a Roth IRA for retirement.

Employers need to understand a potential problem with the template for state-sponsored automatic-enrollment plans.

Do your clients want to retire in a foreign country? Here's 3 ways you can help them decide--plus a comparison of retiring in Chicago vs. Valencia, Spain.

Navigating the Medigap maze? Here's a guide to refer your clients to.

For clients facing Social Security start-date decisions, the new Bipartisan Budget Act includes provisions with meaningful impact. Here are 2 important changes to tell your clients about.

For advisors who are active in the LTCI market, this study is a must-read.

Only a small percentage of Medicare participants pay income-related premiums. So, why is their 2016 Part B premium skyrocketing, while it remains flat for most others?

No Social Security cost of living adjustment has people worried.The Senior Citizens League (TSCL) has documented increases since 2000 in 34 costs items that weigh heavily on retiree budgets.