Roth 401(k)

Socking away all retirement savings in traditional 401(k) and IRA accounts may no longer be wise.

If retirees intend to rely heavily on Social Security for income, they should consider adjusting the timing of their bills to the date that they will receive their benefits.

The differences generally come down to investor eligibility and when taxes are paid, but that can have a significant impact.

Elderly clients should make sure they have enough fixed-income in their retirement portfolios to spin off cash to cover the gap between income and expenses until the market recovers.

The Roth IRA has very low contribution limits, while those in high-income groups may not qualify to contribute to the account.

Homeowners have fewer options as state and local deductions have been capped under the new law.

LifeYield makes it proprietary Taxficient Score available to individual advisors.

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A survey found that 27% of parents who cosigned for their children's college education end up paying off the debt with their retirement savings.