Health and wellness

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.

Even middle-class households who have health insurance are at risk, as a researcher points out that they are the ones who filed for the most bankruptcies.

Maryland and New Jersey are among the least-appealing places for employees to spend their post-work years, due in part to affordability, health costs and overall quality of life.

Lawmakers and policymakers should make retirement savings plans universally available if they want to help Americans secure their golden years.

Virginia and Colorado are among the most-appealing locations for retirees to spend their golden years, due in part to top scores in affordability, health-related factors and overall quality of life.

The stock market typically recovers from bear markets in far less time than most doom-and-gloomers think, says an expert.

Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.