Roth IRAs

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.

A small proportion of parents are investing in the program for their children, however new analysis suggests that may be changing.

The IRS announced upward adjustments for 401(k), 403(b)s and other plans.

Deductions for alimony payments will no longer be available Dec. 31.

Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.

Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.

Conventional wisdom says to wait as long as possible to claim retirement benefits, but there are exceptions to the rule.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

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.