Retirement planning

"Put people before profits and focus on service above self," says Kimberly Foss, founder of Empyrion Wealth Management.

Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.

Here’s an analysis of six different funds that could be options for your retirement-income seeking clients.

Clients who retire early are more likely to experience bouts of anxiety and self-doubt.

Allegations rose amid multiple multimillion-dollar donations while the company’s CEO sits on MIT’s board.

Seniors living overseas are advised to enroll before moving back to the U.S.

Just 62% of women are protected compared to 76% of their male counterparts, research shows.

Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.

Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.

The Czech Republic, Portugal, Slovenia, and Canada are among the top 10 most peaceful places for seniors to settle down.

Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.

Those who didn't save early may miss key opportunities, experts say.

“Do yourself a favor and start saving early,” an expert says.

Clients often underutilize deductions for work-related technology purchases and travel expenses.

Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.

For retirees, dipping into their traditional retirement accounts could trigger an income tax bill while withdrawing from Roth accounts might not result in a tax liability.

Borrowing against a 401(k) plan or taking an IRA withdrawal can work under the right circumstances.

Prospects are further aggravated by the disappearance of pension plans and the financial woes facing Social Security.

After a booking error by an advisor, a client barely avoided being taxed on $500,000 and dodged more than $200,000 in taxes and penalties.