IRAs

Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.

Couples born many years apart need extra guidance as they prepare for their post-work lives.

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.

Retirees between the ages 59½ and 70½ should consider the Roth IRA conversion strategy, an expert says.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

Seniors need to be mindful of enrollment deadlines with Medicare.

Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable workers to build savings.

Failing to monitor reinvested dividends could boost their tax bills.

More than two-thirds of retirees are making this mistake because they don't have a sustainable withdrawal plan, according to a new study.

Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.

Clients who intend to leave a legacy to their loved ones should consider using a Roth IRA.

Certain clients will have to take a taxable distribution from the account every year.

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forgo the least amount of money.

Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved?

The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.

Clients must still account for gains not incurred through a sale or cash distribution.

Socking away all retirement savings in traditional 401(k) and IRA accounts may no longer be wise.

Although the cost of living adjustment increased 2% this year, half of retirees cannot expect a substantial increase in their benefits.