A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.

Carolyn Armitage joined the RIA M&A consultant after LPL eliminated the enterprise consulting division.

It may be only a matter of time before advisers begin embracing lower offers.

It’s the third wirehouse team to move to HighTower's outsourcing service this year.

The proposed new Roth health savings account is designed to help people cover health insurance premiums and out-of-pocket medical costs.

The ultrahigh-net-worth unit hired a regional director from its parent firm to lead a new office.

The planner-turned-RIA owner is an industry veteran of nearly four decades.

Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.

The firm picked up one adviser each from Merrill Lynch and UBS.

When a tax-deferred account is part of an estate, failure to follow the tax rules correctly can result in a financial disaster.

Blooom CEO Chris Costello says the firm will not develop a white labeled version of its offering, as other robos have done with their platforms.

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.

The recruit joined the bank’s private wealth management division after 14 years with the wirehouse.

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.

With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.

How a couple wrote off cat food and other breaks that boosted refunds. Plus, how charity counts toward an IRA withdrawal.

The new hires are both industry veterans of more than two decades.

Clients who have lost track of old 401(k) accounts may get help from the National Registry of Unclaimed Retirement Benefits, a subsidiary of a firm that processes retirement checks.

The team has formed Samara Capital and joined platform tru Independence.

The group generated nearly $5 million in annual production while at the wirehouse, according to the regional firm.