Retirement planning

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

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

The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.

Even as equities have taken a beating, I haven't received a single frantic call or text.

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

Building income streams that mimic the predictability of a working lifestyle is a delicate skill.

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

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

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

Millions of workers have multiple jobs. That means they might have multiple retirement plans. Here are the rules for situations in which a client can set up and/or contribute to more than one plan at a time.

When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.

These are the best and worst places to consider based on total tax burdens.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.

Clients who buy and hold the products in their retirement accounts may get a nasty surprise, said one of the SEC’s five commissioners.

So-called opportunity zones created under the new tax law can offer clients a unique chance to save.