IRAs

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.

Despite confusion over the rule's fate, ERISA attorney Fred Reish warns advisors it's likely to go into effect without significant changes.

Clients should opt for simpler annuities, which tend to be less expensive than those with more complicated terms.

When investing in a Roth IRA, retirement savers should rebalance their portfolio by replacing high-performing holdings with more value-priced investments.

Young people are advised to start building their nest egg as soon as they land a job after graduating from college.

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.