IRAs

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.

Seniors should consider designating joint agents, reviewing the security features on their financial accounts, and having their names removed from credit card solicitations.

Retirement investors who want to buy bitcoins in a self-directed IRA should ensure they are in control of their own private key.

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.

Clients can bring their effective tax rate below 3% in retirement by using a combination of three strategies.

Many taxpayers can expect a lower tax bill under the new law and should consider adjusting their withholding to put the money to good use.

A survey found that 27% of parents who cosigned for their children's college education end up paying off the debt with their retirement savings.

The contributor was recently called to be an expert witness and realized that defending a retirement plan in court can provide a good opportunity to better understand a portfolio.