Retirement planning

So-called opportunity zones created under the new tax law can offer clients a unique chance to save.

The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.

The business could fetch as much as $1 billion, sources say.

People are innately drawn to be a part of something special.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

The IRS announced upward adjustments for 401(k), 403(b)s and other plans.

Deductions for alimony payments will no longer be available Dec. 31.

Working longer and delaying Social Security are some of the ways they can boost their savings after losing a large portion of retirement assets.

They’ve been waiting for things to get better — but they haven't.

Advise them to review and adjust their budget and consider getting a side hustle, a study suggests.

With two months left in 2018, clients can still take advantage of these tax hacks.

Traditional planning strategies will become obsolete.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Clients nearing retirement should consider standard and itemized deductions and choose the option that will generate the bigger savings.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

There are specific benchmarks to gauge your client's 401(k) plan — do they measure up?

You cannot fake it. You cannot read a book about it. You need to dine at the franchises to best understand this niche market.