IRAs

Even investors who aren’t ultrawealthy may be able to avoid income taxes on their investments with “off the rack” strategies similar to the specially designed life insurance contracts sold by some financial firms to ultrahigh-net-worth clients.

The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.

The gig economy ushered in a new way of working, which in turn has ushered in a new way of retiring.

Clients should not only check the fees, but also compare their after-tax returns.

About 4.3 million of the 18 million workers in the 55-64 age bracket are likely to live in poverty once they reach 65, according to a study.

To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”

Howard Price III used the funds to make purchases at clubs, bars and restaurants, say regulators.

Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.

Historical simulations show that the value of investing in these accounts is getting an average of 1.7% in additional earnings.

Short-term returns are mostly noise, which, by definition, largely cancels itself out over time

Experts are expecting more companies to offer student loan assistance, but a lack of tax benefits could stall the growing popularity of this benefit.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

For some couples, the fact that they have been drifting apart could be masked by the attention devoted to their careers or raising a family.

Whether the husband takes reduced benefits has no impact on the spousal rate, although it could effect potential widow's benefits, according to a Social Security expert.

The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.

Clients should determine the benefits they would receive if they file at age 62, at full retirement age, and after their full retirement age.

The effects are looking like "every other much-hyped tax cut of the past three decades.”

More than 25 million workers resigned and left at least one retirement account with their former employer between 2004 and 2013, according to the U.S. Government Accountability Office.

The differences generally come down to investor eligibility and when taxes are paid, but that can have a significant impact.