IRAs

When your clients say they want to invest like celebrity billionaires, point out that they already have one thing in common — some years are good, some are bad.

For example, taxpayers should not panic about the new cap on state and local tax deductions.

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

The biggest QCD question is whether it will be effective for a check not cashed by year’s end?

The Trump tax cut may have changed the calculus for some couples filing joint returns.

Despite Social Security's financial woes, the revenue shortfall can be easily fixed, say experts at Boston College Center for Retirement Research. But it will only go so far in paying for living expenses.

Failing to take the mandatory distribution on time may push retirees to a higher tax bracket.

The following tips may help clients minimize their liability.

There has been a robust increase in employers' registration since the program started last year, data shows.

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

Some people have a hard time getting their one-time pass code to log on to their My Social Security account.

Many of the bill’s provisions are taken from the Retirement Enhancement and Savings Act, which enjoyed some bipartisan support.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

So-called opportunity zones created under the new tax law can offer clients a unique chance to save.

The years between 60 and 70 present a great opportunity for seniors to make financial moves to protect their retirement savings.

Older couples should determine whether they are physically ready for the task, as moving can be stressful for people of advanced age.

A small proportion of parents are investing in the program for their children, however new analysis suggests that may be changing.

The IRS announced upward adjustments for 401(k), 403(b)s and other plans.