Retirement planning

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.

Clients who buy and hold the products in their retirement accounts may get a nasty surprise, said one of the SEC’s five commissioners.

So-called opportunity zones created under the new tax law can offer clients a unique chance to save.

The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.

The business could fetch as much as $1 billion, sources say.