IRAs

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

Retirees should ensure that they take their first required minimum distribution from their tax-deferred retirement account in the year they reach 70 1/2 or face a 50% penalty.

"Sun and sand are great," says one analyst, but they're not the only considerations. They certainly didn't help boost the top city in this survey.

It’s the Roth’s 20th birthday. Where is everyone?

High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.

Acquiring a retirement savings tool provider allows the app to broaden its offerings to millennial clients.

Clients should learn to reduce their housing, transportation and food costs, cut unnecessary expenses, and develop the habit of packing their lunch to work.

While contribution limits are expected to remain untouched, the country is still facing a retirement crisis, one expert says.

Self-directed IRAs can provide solid returns and tax protection.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.