Retirement planning

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.

From COBRA premiums to long-term care, there are surprising uses for funds in these tax-advantaged accounts.

The low interest rates pushing down sales across most fixed and variable lines are also boosting certain products.

For some, estimated tax payments are a non-issue. Others may earn all of their income from sources that don’t withhold amounts for federal income taxes.

Advisors need a complete picture of the unique defined benefits and compensation a veteran receives.

In unique circumstances, contribution limits to a Roth IRA do not apply. Here’s why.

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.

Big changes to regulations and retirement planning could be in the mix following the Democrat’s election victory.