Retirement Planning

Tax expert says creativity counts when figuring out how to mitigate the tax hit on retirement income.

InvestmentNews' Retirement Income Summit 2013 is under way in Chicago. We've pulled together the most intriguing tweets from Day 1.

Dr. Carolyn McClanahan, both a medical doctor and CFP, admits she is a minimalist when it comes to seeking medical care. And when it comes to long-term care, she has a unique vision of how and where she would like to receive assistance as she ages. Rather than an expensive nursing home or assisted

A safe withdrawal rate changes with market conditions and the lifestyle goals of the client

As Congress searches for ways to generate revenue to reduce the burgeoning federal deficit and debt — and possibly fund a broad overhaul of the tax code — retirement income policy could be a focus on Capitol Hill. The latest manifestation of the trend is the Obama administration's budget proposal,

Who is more worried about the impact of escalating health care costs on retirement income planning, you or your clients? Nearly half of the high-net-worth Americans who are close to retirement are “terrified” of what health care costs may do to their retirement plans, according to a 2012 Nationwide

Two advisers, two approaches to building wealth while preserving the nest egg

Policies with built-up cash value are popular vehicles for covering expenses in retirement

Tax guru Natalie B. Choate is of counsel in the trusts and estates department of Nutter McClennen & Fish LLP. She's the author of “Life and Death Planning for Retirement Benefits” (Ataxplan Publications, 1996), a guidebook on estate planning around retirement accounts, and “The QPRT Manual: The

I received a really interesting question from an adviser in Minnesota recently who was looking for advice on Social Security-claiming strategies for a newly widowed client.

Getting a jump on the effects of aging by preparing future decision makershttp://edit.investmentnews.com/apps/pbcsedit.dll/red#