Retirement

Deductions for alimony payments will no longer be available Dec. 31.

A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.

Working longer and delaying Social Security are some of the ways they can boost their savings after losing a large portion of retirement assets.

They’ve been waiting for things to get better — but they haven't.

Advise them to review and adjust their budget and consider getting a side hustle, a study suggests.

With two months left in 2018, clients can still take advantage of these tax hacks.

Traditional planning strategies will become obsolete.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.

Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.

Conventional wisdom says to wait as long as possible to claim retirement benefits, but there are exceptions to the rule.

Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

The proposed rule from the Labor Department would allow small companies with a common owner or those in the same trade group to band together and create multiemployer plans.

Clients nearing retirement should consider standard and itemized deductions and choose the option that will generate the bigger savings.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

There are specific benchmarks to gauge your client's 401(k) plan — do they measure up?

You cannot fake it. You cannot read a book about it. You need to dine at the franchises to best understand this niche market.

While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.

In addition to health insurance considerations. people considering this need to determine whether they can afford the missed earnings and the ability to continue building their nest egg.