IRAs

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

In addition to health insurance considerations. people considering this need to determine whether they can afford the missed earnings and the ability to continue building their nest egg.

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

Certain clients may consider donating directly from their IRAs.

Someone who starts saving from age 20 can sock away 90% less per month than someone who gets a later start at age 50 and still build the the same size of portfolio.

Incumbents and startups are developing partnerships to help clients navigate difficult rollovers.

With the expenses no longer deductible, will clients ask for new planning options?

Recent tax law changes make gifting from an IRA an even better bet.

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

The guideline used a specific set of assumptions: a retirement lasting 30 years with savings in a tax-deferred account and nothing left for heirs. Change just one and your “safe” withdrawal rate may differ.

The order is for the Treasury Department to review rules that require mandatory distributions to begin when someone turns 70 1/2, and to make it easier for small businesses to offer 401(k) plans.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.

Thought we were done with the tax overhaul? Think again.

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

Always check and update the beneficiary forms.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

The independent robo is now offering advisors paperless account rollovers for clients that can be completed in a minute.