Retirement planning

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.

What different outcomes could mean for financial planners and their clients.

The rule has faced a host of criticism from investors, environmentalists, asset managers and others.

With a strong Democratic presidential contender, the risk of both estate and gift hikes beginning as early as 2021 is palpable.

The daughter of a privileged family had everything, until she didn’t. Then the work began.

The legislation would encourage saving earlier by enrolling employees automatically in their company’s 401(k) plan, whenever a new plan is created.

The Secure Act’s “RMD hall pass” for surviving beneficiaries requires deft maneuvering to deal with long-term concerns.

There’s a significant opportunity for advisors to help their non-business clients, earn some new ones — and it can be taken advantage of right now.

The thresholds will all rise, according to the IRS.

While it may seem that there is a high barrier for entry, there are many resources available for advisors who deal with financial services abroad.

More than 130 fund management and financial advisory firms have written letters opposing the plan. And the complaints keep coming.