Clients are facing the pandemic by reevaluating early retirement, and even their own life expectancies. Technology providers are responding.

IRS allows trustee-to-trustee transfer.

Advisors need to start asking their clients the tough questions.

Understanding the tax implications of traditional and Roth IRAs can help you save without draining cash.

COVID-19 has exacerbated the anxiety around long-term retirement savings in 401(k) accounts, according to a Schwab survey.

Paying attention can pay off.

Seniors and retirees need not take distributions from retirement accounts this year.

The inherent extra return participants enjoyed for many years has almost disappeared because of changes in tax laws and high fees.

Credit Suisse is predicting more lapsed policies and fewer claims as a result of concerns that moving into a nursing home or bringing in an individual caregiver could increase policyholders’ potential virus exposure.

DOL outlines the conditions and due diligence processes that plan fiduciaries should consider when evaluating PE as part of a professionally managed asset allocation portfolio.