Retirement planning

Living a luxurious lifestyle for less is a possibility — provided retirees are willing to move overseas.

The agency is asking taxpayers to account for multiple jobs within a household and to factor in the $2,000 child tax credit for each kid under 17.

Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.

The limit on deductible contributions to health savings accounts will jump by $50 for individuals and $100 for families next year.

"Part of the conversation should be exploring how your client uses the health-care system," says a CFP.

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

Households struggling with even modest debt levels may be less resilient than in years past, research shows.

Many older workers don’t know they are allowed to take penalty-free withdrawals from their 401(k), 403(b) and 457 plans.

An average couple aged 65 who are about to retire this year will need $285,000 to cover healthcare expenses.

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.

With income taxes attached to hardship withdrawals, they are often advised to carefully weigh other options.

As much as 46% believe Medicare will cover the costs of long-term care.

The approved legislation relaxes rules for retirement savers.

Seniors who hold retirement savings in various assets should develop a tax-efficient withdrawal strategy.

Lawmakers are poised to merge two bills that would make it easier for workers to save for retirement.

Practices can dance on the cutting edge by returning to basics in an area where financial advisors are “deeply curious” about the best approach.

With accounts now often reaching seven figures, estate planning expert Natalie Choate delved into the complexity of the increasingly important tool.

In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.