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Self-directed IRAs can provide solid returns and tax protection.
November 2 -
Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.
November 1 -
There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.
October 31 -
While the average savings in retirement accounts increased markedly in recent years, the amounts varied significantly by income levels, says an expert.
October 27 -
The first step is to account for any obligations or costs, an expert says.
October 16 -
Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again.
October 16 -
The right debt strategy can help clients make better decisions with capital allocations.
October 10 -
Most retirees said they adapted to their situation of having limited retirement income and they have had few regrets, according to a survey.
October 5 -
Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.
October 2 -
Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.
October 2