Jeffrey Levine

They are triple-tax advantaged, but also introduce significant challenges — especially for life partners with multiple accounts.

The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.

They’re not pure assets, nor are they defined contribution plans. This makes them remarkably difficult to divide, let alone preserve. Enter the QDRO.

To bridge the gap between employer coverage and Medicare eligibility, retirees face a number of daunting choices.

Advisors may be able to shift taxable income and potentially save on employment taxes, as well.

They may look good on paper, but such investments also come with thorny challenges.

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

The rule can create significant tax savings, but in unskilled hands it can just shift the burden elsewhere.

It’s one of the most consequential — and misunderstood — concepts for clients with properties in more than one state. Where should they call home?

Millions of workers have multiple jobs. That means they might have multiple retirement plans. Here are the rules for situations in which a client can set up and/or contribute to more than one plan at a time.