IRAs

The wirehouse, which is embracing the new regulation, is the first to unveil its strategy in depth.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

While clients experience various benefits as they age, they still owe taxes after exiting the workforce.

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

Now harsh penalties and taxes on late 60-day rollovers from company plans and IRAs can be avoided, but beware: There are some rollover mistakes that still cannot be fixed.

Investors should rebalance their portfolio, consider investing in foreign markets and avoid trendy ways to minimize risk. Find out what they shouldn’t do.

Try these strategies that put off withdrawals and shrink the government's cut. Plus, the financial benefits of early retirement.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.