Retirement benefits

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.

Even after a federal appeals court struck down the rule, more clashes over the regulation of sales versus advice are inevitable.

Seniors should consider designating joint agents, reviewing the security features on their financial accounts, and having their names removed from credit card solicitations.

Retirement investors who want to buy bitcoins in a self-directed IRA should ensure they are in control of their own private key.

Parents should ensure that their child has earned an income to be able to open the account.

Fintechs are pitching new tools to plan providers claiming they can lower 401(k) costs.

In a bull market's later stages, some types of investments work better than others. Find out which ones they are.

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.