Retirement planning

Affluent clients can use wealth and retirement strategies to blunt the impact of the administration’s proposals, which include a higher capital gains rate.

Having had higher income in previous years may prevent a taxpayer from receiving a stimulus payment now, writes Jeffrey Levine.

DaRayl Davis used his clients' money to rent a fancy Hollywood mansion, purchase over $100,000 in airline tickets and pay off massive credit card bills.

The prospect of going back to the daily grind is going to be “a really tough pill for a lot of people to swallow,” an expert suggests.

The policy issues grow more urgent every year, but lawmakers haven’t passed any significant legislation for nearly 4 decades.

Even those who haven’t had a pay cut are revisiting the decision, with 22% tweaking the date, most aiming for a later exit, research shows.

The key is to think about what clients ultimately want to know, writes finance professor Derek Tharp.

Advocates hope the Labor Department's first clarification on the Trump-era advice rule is the beginning of a series of steps to improve advice standards.

Collecting too soon means lifelong, permanent cuts in monthly payments to you, your spouse and any dependents, says New School professor Teresa Ghilarducci.

Moves and news at Stifel, Avantax, Cetera, D.A. Davidson, John Hancock Retirement and other quick takes from the week in financial advice.