Roth IRAs

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.

For wealthy people, Uncle Sam is a major challenge to asset growth.