SEP IRA

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable workers to build savings.

We have multiple goals in life and should be able to handle short-term debts and long-term goals without sacrificing one for the other, says an expert.

Short-term returns are mostly noise, which, by definition, largely cancels itself out over time

A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.

Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.

Workers with a high-deductible health plan will be better off setting up a health savings account, which offers tax benefits for savings earmarked for future medical expenses.

The proposed budget includes a provision that would give Medicare recipients the option to contribute to a health savings account, which would offer various tax benefits.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

Far too many financial advisors overlook home equity as part of a retirement income plan.

The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.

Clients should be especially mindful of market movements during the "fragile decade," the span beginning five years before retirement until five years after retirement.

Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

The size of the firm may dictate what will work for advisers and employees.

Clients who borrow from their company retirement plans can often get a good rate with no hassle. But if they miss payments, they might face nasty tax charges.

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

An absence of pensions has prompted older workers to increase their working hours and stay longer in the workplace, a recent study finds; plus, how your clients can plan for retirement in their 50s.