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Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.
January 5 -
Retirees should stick to their strategies and diversify their portfolios with various sources of income.
January 4 -
One strategy to enhance financial prospects is to get a part-time job via the gig economy.
January 2 -
Clients may want to opt for a fund that follows small companies as they will benefit from a lower corporate tax rate under the new tax law.
December 29 -
Many millennials find it difficult to think beyond their student debt, which averages $32,731 with an average monthly payment of $393, according to the Federal Reserve.
December 22 -
If clients miss an RMD, they will be subject to a penalty equal to half the amount they should have taken, and they'll still owe ordinary income taxes on distributions.
December 21 -
Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.
December 21 -
When giving cash gifts to grandchildren this holiday season, clients have options that can also help minimize their estate taxes in the future.
December 19 -
The right strategy can help minimize their future estate taxes.
December 19 -
Fixed indexed annuities guarantees minimal investment returns amid a down market, but investing in them still carries some risk.
December 18