Health and wellness

Those who expect to stay longer on their jobs could be hurting their prospects, as many people are forced to retire early because of health issues.

One step for clients is to avoid investing the money that they will need within a five-year period.

Beneficiaries owe no federal tax on collected payouts after the policyholder dies.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

Women often have more years of low income—or no income—at some point in their careers.

Many people plan to have an active lifestyle in retirement, but are not engaging in activities to stay fit.

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

Most Americans are saving too conservatively to generate the income they'll need in retirement even after accounting for Social Security.

There is a tremendous opportunity to serve the unmet needs of clients in this area.

There is a tremendous opportunity to serve the unmet needs of clients in this area.

Clients can claim airfare, lodging fees and half the cost of their meals as long as they can prove the trip is for work.

Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

The long-awaited legislation to repeal and replace the Affordable Care Act proposes to phase out key parts of the law over several years.

85% of survey's respondents felt that lawmakers don't understand the difficulty they face when building a retirement nest egg.

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.

Clients who have lost track of old 401(k) accounts may get help from the National Registry of Unclaimed Retirement Benefits, a subsidiary of a firm that processes retirement checks.

Clients can fully deduct their IRA contributions if they have no access to a workplace retirement plan.

Early withdrawals from retirement investments can trigger a hefty penalty.