Retirement

The tax plan would make itemized deductions less valuable so some seniors would lose a deduction that covers payments for nursing homes, assisted living or inpatient hospital care.

Acquiring a retirement savings tool provider allows the app to broaden its offerings to millennial clients.

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.

The Roth 401(k) is more flexible than a Roth IRA, and it is funded with after-tax dollars, which can help "diffuse the potential tax bomb."

Here are some traditional and under-the-radar ways to help clients earn more after taxes.

Clients should learn to reduce their housing, transportation and food costs, cut unnecessary expenses, and develop the habit of packing their lunch to work.

While contribution limits are expected to remain untouched, the country is still facing a retirement crisis, one expert says.

A quick look inside the proposed Tax Cuts and Jobs Act.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Clients should search the Department of Labor's Form 5500 filings to get their former employer's contact information.

The bill will include “no changes” to popular 401(k) retirement plans, according to a House memo, and it’s not expected to repeal the Obamacare individual mandate.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.

The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.

The cost of home care is up over 6% this year nationwide. Are your clients living in an even more expensive state?

New solutions offer plenty of features but lack focus.

While the average savings in retirement accounts increased markedly in recent years, the amounts varied significantly by income levels, says an expert.

Clients' statements have invaluable information and are a great launch pad for discussing retirement planning.