Roth 401(k)

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.

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.

In a bull market's later stages, some types of investments work better than others. Find out which ones they are.

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.

The number of accounts with $1 million or more increased to 150,000 in the fourth quarter of 2017 from 93,000 recorded in the same quarter the year before.

Moving to a retirement community is a great option for seniors if they don't have enough support from family and friends and they have a sizeable nest egg to finance such an arrangement.

Retirees should consider that state laws may differ on who may be legally recognized as a beneficiary's spouse and thus whether their partner would be entitled to spousal benefits.

The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.

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.