IRAs

Retirees are likely to have fewer choices when they start shopping around for Medicare Advantage plans during the open-enrollment period that begins October 15.

The amount that can be transferred is equivalent to the HSA's annual contribution limit, which is $3,400 for singles and $6,750 for couples.

Making excess withdrawals could result in taxes on the earnings and a hefty 10% penalty.

Retirees who under-reported their income to avoid taxes will also get smaller retirement benefits than they deserve.

Retirees should weigh a number of factors, including the fact that the closing costs for reverse mortgages are higher than those for regular mortgages.

IRA investors should consider implementing a charitable lead annuity trust when converting some of their funds into Roth to mitigate the tax bite.

The withdrawals can be taken early in the year, late in the year or in installments throughout the year. Each approach has advantages to consider.

Congress may have a difficult time closing tax code loopholes that benefit households more than corporations, an expert suggests.

Recent graduates tend to be in a low tax bracket early in their careers when it pays for them to save as much as they can in a Roth IRA or Roth 401(k), writes an industry expert.

The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.

Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.

If clients tap their Roth accounts at the wrong time, even after retirement, they could lose out on some potential tax benefits.

Naming a young grandchild as beneficiary of a traditional IRA could be a wrong move, as the distributions will be subject to the "kiddie tax."

Investors are about to enter the worst two-month period of the year for stocks, according to an expert with Bespoke Investment Group.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.

Clients should plan to replace roughly 80% of their pre-retirement income after they leave the workforce for good.

Although the market continues to rally, a possible setback remains likely and retirement investors should be ready for this scenario.

With smaller paychecks and longer life expectancies than men, one strategy includes moving their IRA assets into a Roth to reap the tax advantages.

Here’s how receiving investments on a stepped-up cost basis can save a client’s inheritance.