IRAs

Seniors are less likely to itemize tax deductions this year as a result, an expert says.

Seniors looking to launch a business should consider collecting their retirement benefits early.

In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

One strategy to enhance financial prospects is to get a part-time job via the gig economy.

Clients may want to opt for a fund that follows small companies as they will benefit from a lower corporate tax rate under the new tax law.

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

Clients will no longer be able to undo Roth conversions once the new tax law takes effect next year.

Clients should refrain from cosigning their child's student loan, as Social Security could garnish their retirement benefits if the child defaults on the loan payments.

If clients miss an RMD, they will be subject to a penalty equal to half the amount they should have taken, and they'll still owe ordinary income taxes on distributions.