Retirement planning

Education around these rules can prevent an increase in their tax bills.

As executives accept Trump's fiduciary rule delay, many have shifted their focus to compliance with the SEC's new reporting modernization regulation.

Retirees who turned 70 1/2 in 2016 have until April 1 to take required minimum distributions from their tax-deferred retirement accounts.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

Getting married could boost couples' retirement prospects as it opens more retirement savings options, such as a spousal IRA.

Investors can expect a tax bill from their traditional IRA or Roth IRA if they hold non-traditional assets, such as limited partnerships, operating businesses and real estate, in these accounts.

Investors have already made bets on how President Trump's deregulation efforts will fare.

Firms can address cost and transparency with an open architecture, multimanager platform, says John Hancock Investments President Todd Cassler.

How advisers can help overcome their irrational expectations.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

Despite the projected increase in health care expenses, clients can expect their total living costs to decline after they retire, as they will owe lower or no income taxes and have fewer items on their budget.

Clients who have assets in an IRA but want to reduce the costs may want to roll the money into their 401(k) plan if their employer allows such transfer.

These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.

Bridgewater's Ray Dalio, who said his succession plan would take a decade, kicked off the hand-over in 2010.

There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.

An avid runner, adviser Melissa Sotudeh finds striking similarities between her passion and her practice.

One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.