Retirement planning

The court said the in-house SEC judge who handled Raymond Lucia’s case was a constitutional "officer," meaning he should have been directly appointed by the SEC.

This group racked up strong returns over a 24-year span of above-median inflation.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

One option for the higher earning spouse is to use an IRA as payment.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

Some 1.4 million participants in private pension plans may be facing stiff pension cuts that could come as soon as 2028.

A client dramatically increases her retirement income, thanks to guidance from her advisor.

“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.

Seniors receiving pension payments should ensure that their tax withholding is enough to cover the tax liability on the income and avoid trouble with the IRS.

The firms are seeking to tap into the growing demand for ethical investing.