Retirement planning

Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.

Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.

The Czech Republic, Portugal, Slovenia, and Canada are among the top 10 most peaceful places for seniors to settle down.

Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.

Those who didn't save early may miss key opportunities, experts say.

“Do yourself a favor and start saving early,” an expert says.

Clients often underutilize deductions for work-related technology purchases and travel expenses.

Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.

For retirees, dipping into their traditional retirement accounts could trigger an income tax bill while withdrawing from Roth accounts might not result in a tax liability.

Borrowing against a 401(k) plan or taking an IRA withdrawal can work under the right circumstances.