Editorial Staff

Take a look at some of the best comments from your industry peers on the fiduciary rule.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

One important somber step for 40-something clients is to consider what happens to their assets when they die.

One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

Many people who qualify for the Retirement Savings Contribution Credit can save as much as $2,000 on taxes but fail to claim it because they are not aware of it.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.

The proposed new Roth health savings account is designed to help people cover health insurance premiums and out-of-pocket medical costs.

Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.

One lawmaker who sponsored the resolutions said the regulations were an “assault on small business retirement plans.”

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.