IRAs

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

With retirement accounts being affected by the upcoming fiduciary rule, many advisers aren’t sure what their first step should be.

Acting as a fiduciary when a client decides whether to put a company’s retirement funds in an IRA involves considering these important variables.

Retirement may begin with a choice between starting benefits or taking distributions.

These smart strategies can reduce the amount of income subject to the tax, says Samuel A. Donaldson, professor of law at Georgia State University College of Law.

Which funds that already reached their target year have had the best five-year returns?

Clients making IRA conversions should create several accounts to save on taxes. Plus, five carryovers for next year's filing and property exchange strategies.

Nearly four decades after adopting passive investing techniques, Vanguard's founder finally sees the approach pay off; plus, Social Security filing tactics your clients need to consider.

Although Medicare is a big help for retirees, the program only has a limited coverage depending on the enrollment periods they have signed up for; plus, five ways to help your clients work their way into retirement.

Who benefits from a new law that allows retirees to make donations to charities directly from their IRAs? Plus, retirement challenges even millennials with 401(k)s will face.