Retirement planning

Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.

There are dangerous misconceptions that can lead to financial hardships in retirement.

Review the tax treaty between the U.S. and their new country to determine where they should pay the tax bill on their retirement income.

Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.

Clients may be better off boosting their equity allocation if they have a safety net in the form of assets that provide guaranteed income.

Traditional lenders usually refused cash-strapped minority seniors, which explains why they became such easy prey, an expert says.

Tariffs associated with the U.S.-China trade war could cause a bigger than expected adjustment.

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.

Funding a 401(k), 403(b) or company-sponsored retirement savings vehicle should come first, an expert says.

Depression can be a big risk for seniors as they transition to retirement.

The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.

With the reductions, nearly all of the firm’s index funds will have total net expenses lower than comparable Vanguard products.

Retirees should live a frugal, flexible lifestyle and consider buying insurance to cover big ticket items.

Living a luxurious lifestyle for less is a possibility — provided retirees are willing to move overseas.

The agency is asking taxpayers to account for multiple jobs within a household and to factor in the $2,000 child tax credit for each kid under 17.

Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.

The limit on deductible contributions to health savings accounts will jump by $50 for individuals and $100 for families next year.

"Part of the conversation should be exploring how your client uses the health-care system," says a CFP.