401(k)

The real concern is not just that actively managed funds could disappear but that the entire market could be left for dead.

These two accounts are both funded with money that has already been taxed, but there are still important differences that clients need to know.

The withdrawals can be taken early in the year, late in the year or in installments throughout the year. Each approach has advantages to consider.

Congress may have a difficult time closing tax code loopholes that benefit households more than corporations, an expert suggests.

Recent graduates tend to be in a low tax bracket early in their careers when it pays for them to save as much as they can in a Roth IRA or Roth 401(k), writes an industry expert.

If clients tap their Roth accounts at the wrong time, even after retirement, they could lose out on some potential tax benefits.

Retirement investors may opt for whole life insurance, which offers tax-deferred growth on premiums, or a home, which they can sell with up to $250,000 (or $500,000 for couples) in capital gains tax exclusion.

Investors are about to enter the worst two-month period of the year for stocks, according to an expert with Bespoke Investment Group.

Unlike when they were still working and their employer withheld an amount for their taxes, retirees need to make estimated tax payments to the IRS.

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