Retirement benefits

Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.

Many older workers don’t know they are allowed to take penalty-free withdrawals from their 401(k), 403(b) and 457 plans.

An average couple aged 65 who are about to retire this year will need $285,000 to cover healthcare expenses.

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.

With income taxes attached to hardship withdrawals, they are often advised to carefully weigh other options.

The approved legislation relaxes rules for retirement savers.

Seniors who hold retirement savings in various assets should develop a tax-efficient withdrawal strategy.

Lawmakers are poised to merge two bills that would make it easier for workers to save for retirement.

They are not required to pay taxes on income accrued from properties leased for no more than 14 days.

With accounts now often reaching seven figures, estate planning expert Natalie Choate delved into the complexity of the increasingly important tool.