Retirement benefits

The lawsuit highlights a friction that exists at financial-services firms that put employees into their own product.

These planning strategies can prevent beneficiaries from biting off too much — or too little.

Plan sponsors are open to the addition, but most participants aren’t taking advantage of it.

One approach shows how clients can use their health savings account to cover premium payments.

Clients can avoid paying taxes as long as they keep working past the age of 70 1/2.

Clients can avoid paying taxes as long as they keep working past the age of 70 1/2.

Clients can avoid paying taxes as long as they keep working past the age of 70 1/2.

Many advisers have been suggesting saving too much, resulting in clients living frugally before retiring.

Some seniors shop around for the most affordable health insurance and less expensive drugs every year.

Interest on municipal bonds doesn't always boost a return the way a client might expect. Plus the big savings from having highly appreciated company stock in a retirement account.

Retirees over 65 will no longer be able to contribute to health savings accounts once they file for benefits.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.

Why they should stay up-to-date with mergers and the financial difficulties of their past employers.

Knowing how and when to withdraw can save clients big in their golden years.

Donating appreciated stock to charity may be one way to offset a surcharge that is expected to increase in 2018.

There’s one goof every adviser should take extra precautions to avoid: being careless about those IRA beneficiary forms.

The advice environment for participant rollover choices is muddled as plan providers struggle to gear up for the DOL’s rule.