An Edward Jones survey found that advisors don't see clients appreciating the risks they may face in retirement.
Here are some facts to have in your pocket when discussing clients' retirement income plans.
Uncertainty surrounding the provision has industry lobbying groups pleading with the IRS for a delay.
The 60/40 model is still viable, but it's not a "one-size-fits-all" solution, strategist Todd Schlanger said.
If confirmed, Martin O'Malley would oversee one of the U.S.'s largest social programs.
The changes could provide clients with significant savings, advisors say.
The sharp rise in interest rates since March 2022 has created a surge in clients looking to deploy their cash.
For the 41% of parents who have adult children living with them, the financial hit is real.
Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say.
In a volatile market, there are new ways retirees will want to seek income after they leave work.
Some near-retirees should ditch the savings plan and drop serious cash on their dreams.
Sponsors are increasingly making advisors available to plan participants, the company said in new report.
Longer lifespans require advisors to be more innovative when planning for retirement income, the company says in a new report.
That forecast reflects a jump from 2.7% forecasted by the Senior Citizens League last month.
The timing of retirement withdrawals can have a big impact on taxes, advisors say.
DC plans increasingly are offering retirees income-producing products, a company report says.
A couple's retirement withdrawals must take their brackets (and their children's) into account.
Relocating to a cheaper housing market can unlock at least $100,000 in assets for most retirees, company researchers say.
Retirees in these cities get the most from their income when costs and taxes are considered, according to SmartAsset.
William Reichenstein and William Meyer say marginal tax rates need to be used for calculating withdrawal rates.