RMDs

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

A retiree living off her portfolio suffers hundreds of dollars a year in lost income for every added basis point of fund expense ratio and advisory fees.

Some questions were as relatively complex as the time-value of money; others were a simple as life expectancy. Answers were poor on all of them.

It's possible to use these distributions to preserve clients' savings well past their anticipated lifespan.

There are ways around having to pay as much as a 50% penalty. Plus, inheriting Roth IRAs and designing more efficient retirement portfolios.

IRA investors who turn 70 before June 30 have a little more than a year to make their first withdrawal.

It's not too late to help clients improve their tax situation for 2016 and beyond.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

An adviser's strategy puts a distribution to work to potentially lower what clients owe the government for their IRAs and Social Security income. Plus, momentum investing is tempting again (just watch out for the capital gains expense), and a look at the efficiency and payoffs of preferred stocks.