Retirement benefits

Retirement plans that shift the approach away from the traditional can reap the rewards, according to experts in an EBRI webinar.

With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.

Lawmakers want annuities in Americans’ retirement plans in reintroduced legislation.

The strategy provides an alternate course to clients claiming their monthly checks as soon as they leave their jobs, experts say.

Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.

Spending down savings is a challenge for many in older age

Despite uncertainty over potential tax increases, there are still some valuable tax-planning moves for the final days of this year.

With Senate tax writers in agreement with the House to ban the favored tax-free strategy, wealth advisors have a narrow window to make moves.

Technology gives investors more opportunity to diversify than ever, but experts worry about exotic strategies in IRAs.

The service lifted the limit from $19,500 as part of its annual inflation adjustments.