Roth IRAs

Clients can often retire smoothly even during a downturn if they diversify and rebalance their portfolios properly, as well as pay off debts and maximize their Social Security benefits.

Millennials should start setting money aside early and consistently, but without depriving themselves.

Failing to take the mandatory distribution on time may push retirees to a higher tax bracket.

There has been a robust increase in employers' registration since the program started last year, data shows.

Working parents who paid for day care, summer camp or a babysitter on the books are advised to take advantage of this break.

The holidays are fast approaching, which means it is time to start doing some year-end tax planning.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

Social Security benefits will increase 2.8% next year, but some retirees will not see a rise in their retirement paycheck because of Medicare's hold-harmless provision.

Retirees could end up paying taxes on the majority of their Social Security benefits when certain conditions are met.

Scammers can learn quite a bit of information from social media so don’t think that just because they know a couple pieces of information about you and your family that they are legit.