Insurance

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

From cryptocurrency to Medicare, 2025 is likely to be a year of change. Here's what nine experts are forecasting.

In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.

Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?

Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help.

Brokers from 15 firms have been suspended, fined and sometimes — but rarely — fired in a sweep that stretches back to 2022.

In 2025, premiums for Medicare Part B will grow twice as fast as Social Security benefits — and those premiums are deducted straight from the checks.