Retirement

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.

You’ll probably find administrators blocking the backdoor Roth IRA strategy more than anyone else, says Kimberly Foss, planner, author and Financial Planning contributor. That’s when you’ll have to adopt the role of educator, she says.

More states should follow in California’s footsteps in making it easier and cheaper for seniors to tap home equity, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.

There are hundreds of claiming strategies — using the wrong one can have major repercussions.

Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.

A small group will actually pay less in premiums because the cost-of-living adjustment in their Social Security benefits next year won’t be large enough to cover the premium increase.

Whether targeting baseball players or tech execs, some firms place their bets on a narrow client focus.

Compared with college-educated professionals, high school educated workers retire earlier because their jobs are physically demanding and less appealing for aging workers.

The wealth in retirement accounts could shrink by that much due to annual defaults on 401(k) loans. The projected loss is about 2.7% of the $7.8 trillion in retirement accounts.

The average beneficiary will receive $39 more a month next year.

One hybrid robo advisor is looking to new reporting tools to help push a higher standard of client care.

The SSA may tell your clients they can’t use this filing strategy. But author and consultant Brian Doherty says the agency is wrong.