Retirement planning

Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

One of the misconceptions is that payroll taxes should be raised and benefits should be cut considerably to save the program.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

A widower wanting to claim at 64 learned he’d have to wait until full retirement age before he’d start receiving benefits.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

The court said the in-house SEC judge who handled Raymond Lucia’s case was a constitutional "officer," meaning he should have been directly appointed by the SEC.

This group racked up strong returns over a 24-year span of above-median inflation.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

One option for the higher earning spouse is to use an IRA as payment.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

Some 1.4 million participants in private pension plans may be facing stiff pension cuts that could come as soon as 2028.

A client dramatically increases her retirement income, thanks to guidance from her advisor.

“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.

Seniors receiving pension payments should ensure that their tax withholding is enough to cover the tax liability on the income and avoid trouble with the IRS.

The firms are seeking to tap into the growing demand for ethical investing.

Contrary to what many people think, Social Security will continue to pay benefit payouts to future retirees even after the program exhausts its trust funds by 2034, says expert.

The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.

A portion of retirees’ Social Security benefits may be taxed at the federal level if their combined income exceeds a certain limit.