Retirement benefits

All trusts named as beneficiaries before the SECURE Act may need to be updated, says one analyst.

Despite early withdrawals, U.S. employees managed to save more for retirement last year.

Your clients may have heard conflicting advice — they must change their IRA beneficiaries, spend down their IRA as soon as possible, dismantle their trust, or immediately convert their traditional IRA to a Roth IRA, Sophia Duffy writes.

Experts have identified a dozen credits, deductions and more as worth particular attention this year.

The simplest method involves having one traditional IRA and one Roth IRA, making one annual non-deductible contribution to the traditional IRA, and converting it before any gains or interest accrues.

Some advisory firms have already started narrowing their lists of funds considered eligible for retirement plans based on Trump’s decision to overhaul ERISA.

After a waiver, required minimum distributions from certain retirement accounts — including traditional IRAs and 401(k)s —return for 2021.

The combination of wealth management with supporting sectors attracted investors to two major deals.

The latest deal by a wealth manager for an employee services firm enables the Raymond James Private Client Group to expand its reach.

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.