Roth IRAs

Cash-strapped taxpayers may consider waiting until the new deadline to pay or to request a payment plan to buy more time to settle their tax bill.

Retirees will end up locking in substantial losses if they decide to cash out their investments during a bear market to generate income.

From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.

By extending their working years, seniors can see an increase in their Social Security payouts.

A revocable living trust is one way to reduce their estate taxes, however the law requires clients to sign the document in the presence of the notary.

Seniors should focus on what they can control — such as their reaction to market volatility and their long-term savings.

The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.

The Secure Act eliminated a popular retirement planning feature. Here are strategies to help clients mitigate the tax hit.

Market plunges are normal and stocks are likely to recover and earn a positive return over the long term, says an expert.

These retirement vehicles can be less complex and cheaper than alternatives.