IRAs

How options ranging from traditional index, tax-managed and static allocation funds to traditional IRAs and Coverdell Educational Savings Accounts may boost your client's return.

Round table of experts discuss ramifications of conflicting agendas, high tax brackets and low-cost index funds.

Now that the tax-free distribution is back on the books, here's how advisers can take full advantage.

The goal is to help some 55 million employees with no access to workplace retirement plans.

Women should boost their savings rate and invest their windfall to increase their odds of securing their financial well-being.

The SEC found that auditing or testing would likely have revealed deficiencies in controls that allowed an employee access to client information at the wirehouse, says leading compliance expert Alan Foxman.

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.

Why certain clients should allocate more, or less, to their emergency funds in preparation for retirement; plus, how Americans blew $1.7 trillion in retirement savings.

Why seniors and physicians must overcome their fears of discussing end-of-life care; plus, how to plan for a client's retirement in their 60s.

The clock is ticking for the onset of an incredibly far-reaching new fiduciary rule. Here’s who it helps — and hurts.