Roth IRAs

Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.

Errors are regrettably common. They are also easily avoidable.

Parents should have a smart plan on how to help their adult children returning to their home without putting their own retirement at risk.

A higher standard deduction makes itemizing deductions less valuable.

Not having a full understanding could hurt workers’ retirement prospects by causing them to possibly miss out on their employer’s match or not reducing their taxable income as much as possible.

The worst thing you can do during a stock market crash is panic and sell your stocks near the market bottom.

The sandwich generation is struggling to save for its own needs, and when you add in family demands, it paints a "grim picture," an expert says.

Some clients may experience a taxable event that pushes them into a higher tax bracket.

Cash is becoming an attractive security blanket again for investors amid rising interest rates and stock market volatility, says an expert.

Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.