IRAs

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.

The products can offset potential losses from lowered state and local deduction limits.

Working seniors who intend to start collecting Social Security benefits in the middle of the year should know about the monthly earnings test.

82% of beneficiaries who qualified for survivor benefits and their own benefits were not informed that they could opt for a restricted application and boost their benefit.

Retirement investors may want to adopt the billionaire's investing strategy if their risk tolerance allows them.

Sales dropped by 8% last year, but LIMRA finds reason for optimism in 2018.

Seniors who reach the age of 65 and are in good health have the option of opening a Medicare medical savings account.