Retirement planning

Indeed they are. Not only are they less healthy, they are more likely to worry about not having enough funds for housing, utilities and other necessities.

The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.

Employees aged 50 and above would no longer be able to make catch-up contributions on a pretax basis to their retirement plans under the Senate version of the GOP tax proposal.

Where your client resides may determine how much they'll need to pay.

A health savings account can be used to cover medical bills and can also be a great savings vehicle for retirement.

Few Americans have coverage today even though most will need it after they turn 65, LIMRA says.

ETFs with specific approaches can yield tactical dividends.

Acquiring a retirement savings tool provider allows the app to broaden its offerings to millennial clients.

Here are some traditional and under-the-radar ways to help clients earn more after taxes.

Clients should learn to reduce their housing, transportation and food costs, cut unnecessary expenses, and develop the habit of packing their lunch to work.

A quick look inside the proposed Tax Cuts and Jobs Act.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Clients should search the Department of Labor's Form 5500 filings to get their former employer's contact information.

The bill will include “no changes” to popular 401(k) retirement plans, according to a House memo, and it’s not expected to repeal the Obamacare individual mandate.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.

The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.

The cost of home care is up over 6% this year nationwide. Are your clients living in an even more expensive state?