Retirement planning

In just the first six weeks of the year, about 1.4 million borrowers lost the interest rate incentive to refinance.

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

Clients can bring their effective tax rate below 3% in retirement by using a combination of three strategies.

Here's a look at the housing markets where supply is shrinking the most.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

Firms can save on taxes by borrowing now to top up pensions.

The products can offset potential losses from lowered state and local deduction limits.

82% of beneficiaries who qualified for survivor benefits and their own benefits were not informed that they could opt for a restricted application and boost their benefit.

Retirement investors may want to adopt the billionaire's investing strategy if their risk tolerance allows them.