Health and wellness

As much as 46% believe Medicare will cover the costs of long-term care.

Clients who consider contributing to their health savings accounts past their full retirement age are advised to rethink their plan.

Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.

Fixing the results of job-related stress could mean working less or doing more work you enjoy.

Recessions, bubbles and bear markets can teach advisors about the general investing public they look to serve.

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.

The earlier they begin planning, the easier it'll be to avoid a big tax hit.

The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline.

Clients who owe the IRS should pay their taxes by April 15 even if they have already secured an extension.

Grandchildren won't be able to have their own accounts until they are earning their own income, but they can be named beneficiaries.

There are still several moves that clients can make to reduce their 2018 tax bill.

Dave Grant thought he’d seen it all as an advisor. Then an investment review meeting turned deadly serious.

Those who fail to meet the cutoff face a penalty equivalent to 50% of their required minimum distribution.

The regulator is looking into whether brokers made appropriate share class recommendations for the plans as a result of the new law.

Gauging the valuation of your business is a way of knowing the overall health of the firm. It can be a humbling process.

Changing filing statuses and maxing out deductible contributions to IRAs and HSAs are some ways clients received bigger reimbursements.

Seniors will face a 20% penalty on top of income taxes if they withdraw funds from a health savings account for non-medical expenses before the age of 65.

Although more taxpayers are expected to use the standard deduction, they can still claim the tax deduction for IRA contributions.

Clients can avoid tax liability on their capital gains by donating securities that have appreciated in value, an expert says.