Employee benefits

Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.

Seniors who intend to get a Medigap policy to supplement their traditional Medicare coverage may have trouble getting one.

Clients may want a new plan if there have been unfavorable changes to their old plans, they want more flexibility or because of a new illness.

By explaining the firm’s sources of revenue and expenses, a team can better understand how they impact profitablility.

A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.

Federal employees who retire during the partial government shutdown would have to wait a longer time to take retirement distributions from their savings plans.

Seniors are advised to take measures to prepare for a possible shortfall in retirement income, as there is no guarantee for an immediate fix to the problem.

The retirement plan-focused group’s new OSJ had left the No. 1 IBD in 2017 and will grow to 160 advisors under the move.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

Working longer and taking on a part-time job are two of the simple strategies for seniors to curb the impact of a market correction. But there are other tips to consider as well.

The tax increases stem from lawmakers' failure to index the taxation on inflation, according to one expert.

If your client's goal is to save more for retirement, there are some simple steps they can take to make that resolution stick.

Clients are advised to diversify their tax positioning when investing for retirement, one expert says. This can be done by contributing to three buckets: taxable, IRA (pretax) and Roth (posttax).

When your clients say they want to invest like celebrity billionaires, point out that they already have one thing in common — some years are good, some are bad.

For example, taxpayers should not panic about the new cap on state and local tax deductions.

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

They are advised to take the mandatory distribution days before the deadline to ensure that they get their withdrawal processed in time.

One of the major provisions of proposed legislation would require 401(k) plans to offer annuities so participants could create new income streams.