IRAs

Here’s what advisers should know about this increasingly available option, so they can help clients make the most educated choice.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

President Trump's budget is expected to call for spending cuts on programs intended to help poor households, while keeping Medicare and other programs designed to assist older people.

More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

Retirees may opt for current market valuation or their funded ratio as the basis for the allocation.

Americans aged 50 and older would pay bigger health insurance premiums under the new health care bill that cleared the House of Representatives.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.

The offering provides a new way of investing in cryptocurrency.

Clients should not necessarily consider a 401(k) the first stop for retirement savings.