Retirement

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

Seniors will have to pay income taxes on a certain portion of their benefits if their taxable income plus 50% of the benefits exceed a certain threshold.

This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.

Some can expect an increase in their tax bill thanks to Social Security income taxes and higher Medicare premiums.

For potential landlords, owning rental property can sometimes be managed from a laptop or even a phone.

The bank has expanded its financial advising benefit program from C-suite executives to employees who need help planning for their futures.

Premiums appear to be stabilizing finally and even dropping in some states.

The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.

About that tax deduction, it’s not enough of a reason to keep a mortgage. Remember, it’s only a deduction, not a credit.

Certain clients may consider donating directly from their IRAs.

Trying to time the market is a “fool’s game,” but preparing for a possible downturn as retirement approaches can be a smart move.

Those new to Medicare may not realize they need to buy a separate policy to cover prescription drugs. There are some partial exceptions, but even in those cases, coverage can vary.

Investable assets isn't the only category in which this demographic outstrips others.

Someone who starts saving from age 20 can sock away 90% less per month than someone who gets a later start at age 50 and still build the the same size of portfolio.

Incumbents and startups are developing partnerships to help clients navigate difficult rollovers.

With the expenses no longer deductible, will clients ask for new planning options?

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.

Those concerned about financial shortfalls in old age may want to consider selling their whole life policy. Here's how advisors can help.

Other groups, such as those who used to itemize tax deductions but will now use the high standard deduction, are also advised to check their withholding taxes.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.