Editorial Staff

Getting married could boost couples' retirement prospects as it opens more retirement savings options, such as a spousal IRA.

Investors can expect a tax bill from their traditional IRA or Roth IRA if they hold non-traditional assets, such as limited partnerships, operating businesses and real estate, in these accounts.

High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.

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

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

The new Republican bill slated to replace the Affordable Care Act could result in a significant increase in health insurance premiums for older workers.

Despite the projected increase in health care expenses, clients can expect their total living costs to decline after they retire, as they will owe lower or no income taxes and have fewer items on their budget.

These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.

Clients in their 20s should focus on retirement savings as much as their other financial needs, such as rent and credit card payments.

85% of survey's respondents felt that lawmakers don't understand the difficulty they face when building a retirement nest egg.