Roth IRAs

You’ll probably find administrators blocking the backdoor Roth IRA strategy more than anyone else, says Kimberly Foss, planner, author and Financial Planning contributor. That’s when you’ll have to adopt the role of educator, she says.

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

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

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

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

Waiting until your 70th birthday is the much-discussed strategy to maximize benefits. But in some circumstances, you won't miss out if you file earlier.

Clients need more advice — and advisors must do better analysis before making recommendations.

The guideline used a specific set of assumptions: a retirement lasting 30 years with savings in a tax-deferred account and nothing left for heirs. Change just one and your “safe” withdrawal rate may differ.