IRAs

Before saving for retirement, young investors are advised to pay down high-interest debts and build an emergency fund, an expert says.

Overall donations to charity organizations fell by 1.7%, while total individual giving decreased by 1.1%, the first drop since 2013.

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

If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.

Clients can use Roth IRAs, 529 plans and — yes — life insurance to give their children a head start.

An otherwise simple strategy has many pitfalls.

A client's retirement savings depends on four key factors, says the leading RIA executive.

It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.

Traditional lenders usually refused cash-strapped minority seniors, which explains why they became such easy prey, an expert says.

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.