Employee benefits

The wirehouse, which is embracing the new regulation, is the first to unveil its strategy in depth.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

While clients experience various benefits as they age, they still owe taxes after exiting the workforce.

A line-by-line review of this form can spark a broader financial review that benefits clients. Plus, turn medical expenses into deductions for the elderly.

Assets in college savings plans named for an obscure section of the tax code hit a record this summer, totaling $266.2 billion, up 5.1% year-over-year.

Retirees may want to roll over a portion of their traditional IRA into a Roth IRA or use their IRA funds to buy a qualified longevity annuity contract.

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

Major home and car repairs are among the unexpected expenses that catch many retirees financially off-guard.

More small businesses are motivated to provide 401(k) plans by technological advances as well as an expense war among mutual fund companies.

Now harsh penalties and taxes on late 60-day rollovers from company plans and IRAs can be avoided, but beware: There are some rollover mistakes that still cannot be fixed.

Instead of buying one expensive car after another, clients should invest the money and let it grow. They may even be able to retire early.

High-yielding investments come with a significant risk, as exemplified by ETFs that own energy-focused master limited partnerships.

Investors should rebalance their portfolio, consider investing in foreign markets and avoid trendy ways to minimize risk. Find out what they shouldn’t do.

Retirees who opt to manage their investments are advised to streamline their portfolio maintenance into a process that they can roll out toward the year's end.

This investing move is applicable whenever market conditions call for it. Plus, a deduction that may take some of the bite out of student loans.

Despite the possibility of having a tax-advantaged health savings account, workers with high deductible health plans are less likely to see their doctors.

The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.

Try these strategies that put off withdrawals and shrink the government's cut. Plus, the financial benefits of early retirement.

The agency also proposed a rule to permit cities to create their own savings plans.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.