Retirement planning

All 20 funds posted losses over the last year.

Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.

Vanguard's founder had bold ideas that reshaped investing. He changed my life — twice.

Being a homeowner may not be the most cost efficient move in some areas.

Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?

Clients can often retire smoothly even during a downturn if they diversify and rebalance their portfolios properly, as well as pay off debts and maximize their Social Security benefits.

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

The biggest QCD question is whether it will be effective for a check not cashed by year’s end?

The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.

Even as equities have taken a beating, I haven't received a single frantic call or text.

The Trump tax cut may have changed the calculus for some couples filing joint returns.

Building income streams that mimic the predictability of a working lifestyle is a delicate skill.

Failing to take the mandatory distribution on time may push retirees to a higher tax bracket.

There has been a robust increase in employers' registration since the program started last year, data shows.

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

Millions of workers have multiple jobs. That means they might have multiple retirement plans. Here are the rules for situations in which a client can set up and/or contribute to more than one plan at a time.