Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

Retirees should ensure that they take their first required minimum distribution from their tax-deferred retirement account in the year they reach 70 1/2 or face a 50% penalty.

Their use has jumped 1,035% with assets topping more than $1 trillion.

With two wirehouses out, questions arise as to whether Merrill Lynch will follow suit.

Morgan Stanley alone lost 11 teams managing about $7 billion after its abrupt exit from the protocol pact, according to recent hiring announcements.

The wirehouse advisors joined the firm's independent broker-dealer.

In September, the inflation rate was 2.23%, slightly higher than the proposed Social Security increase. So realistically, recipients "will not be better off at all."

"Sun and sand are great," says one analyst, but they're not the only considerations. They certainly didn't help boost the top city in this survey.

When it comes to planning, hitting financial goals is only part of the story.

"Real diversity and inclusion is when we achieve gender parity and adequate representation of ethnic backgrounds," says Monica Giuseffi, principal of financial advisor inclusion and diversity at the firm.

Wholesalers have taken a new tack for a group leery of sales calls, regulation and litigation.

It’s the Roth’s 20th birthday. Where is everyone?

The firm has cast a wide recruitment net, luring practices large and small.

High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

Health savings accounts can add substantial value to client relationships, advisors are told at the Schwab Impact conference.

At least 274 advisors with $11.5 billion in client assets have left the fold since the acquisition.

While it was driven by the big firms’ desire to avoid litigation costs, there was a catalyst, without which I believe there would have been no pact.

The group is the second team to join the Tucson branch in two weeks.

Employees aged 50 and above would no longer be able to make catch-up contributions on a pretax basis to their retirement plans under the Senate version of the GOP tax proposal.