Employee benefits

Clients have a tax-saving opportunity to transfer pre-tax contributions in retirement accounts to a Roth or life insurance policy under the new law.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.

Despite the increase, the figure still represents a small percentage of the 16.1 million accounts that the company manages.

Thought we were done with the tax overhaul? Think again.

Rich professionals have found a new way to bypass income limits created by Congress.

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

Always check and update the beneficiary forms.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

Many small firms still don't offer this important benefit to their employees, but it’s time for that to change, says advisor Douglas Boneparth.

The independent robo is now offering advisors paperless account rollovers for clients that can be completed in a minute.

“The industry has not done any favors to young advisors,” says independent advisor Douglas Boneparth.

A big difference in fees may not be enough to offset taxes on capital gains.

Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.

Couples born many years apart need extra guidance as they prepare for their post-work lives.

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.

Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.

Clients are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from November 1 through December 15.

The firm filed a motion arguing one of its ex-brokers did not challenge the proceedings until after the panel ruled against her.