Health and wellness

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.

Concerns about medical expenses are sky-high, but there are solutions.

An index of SourceMedia's comprehensive coverage of the Affordable Care Act for professionals in employee benefits and health care.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

It's not too late to help clients improve their tax situation for 2016 and beyond.

The tax benefits of an HSA make those plans a better option to max out first, although contributing just enough to a company plan to get any matching funds should be first.