Roth IRAs

Investors are advised to liquidate some assets or transfer them to certificates of deposit and money market funds.

While the funds are ideal for certain people, they don't address important retirement considerations, such as the cost of funding a comfortable living and a person’s savings rate.

The new law will affect how financial advisors and clients evaluate the pros and cons.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.

Clients may want to opt for a fund that follows small companies as they will benefit from a lower corporate tax rate under the new tax law.

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

Clients will no longer be able to undo Roth conversions once the new tax law takes effect next year.

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.

The right strategy can help minimize their future estate taxes.