Retirement benefits

Seniors are advised to take measures to prepare for a possible shortfall in retirement income, as there is no guarantee for an immediate fix to the problem.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

Working longer and taking on a part-time job are two of the simple strategies for seniors to curb the impact of a market correction. But there are other tips to consider as well.

The tax increases stem from lawmakers' failure to index the taxation on inflation, according to one expert.

If your client's goal is to save more for retirement, there are some simple steps they can take to make that resolution stick.

Clients are advised to diversify their tax positioning when investing for retirement, one expert says. This can be done by contributing to three buckets: taxable, IRA (pretax) and Roth (posttax).

When your clients say they want to invest like celebrity billionaires, point out that they already have one thing in common — some years are good, some are bad.

For example, taxpayers should not panic about the new cap on state and local tax deductions.

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

They are advised to take the mandatory distribution days before the deadline to ensure that they get their withdrawal processed in time.

One of the major provisions of proposed legislation would require 401(k) plans to offer annuities so participants could create new income streams.

The biggest QCD question is whether it will be effective for a check not cashed by year’s end?

The Trump tax cut may have changed the calculus for some couples filing joint returns.

Despite Social Security's financial woes, the revenue shortfall can be easily fixed, say experts at Boston College Center for Retirement Research. But it will only go so far in paying for living expenses.

Failing to take the mandatory distribution on time may push retirees to a higher tax bracket.

The following tips may help clients minimize their liability.

Seniors should not only have a financial plan in place, but activities to keep them preoccupied.

There has been a robust increase in employers' registration since the program started last year, data shows.