SEP IRA

Depending on what stage their business is in, entrepreneurs can cycle through various plans. Here are the choices.

To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.

A recent study found American workers would face better retirement prospects if the federal government adopts certain public policy changes.

It is important for entrepreneurs to have an exit strategy and to take control of their debt.

Female clients should start as early as possible and take advantage of the employer match, contributing at least 15% of their income.

"A long life is wonderful, but it is also costly and a bigger drain on resources," an expert says.

Which is better? An SEP plan or solo 401(k)?

The earlier they begin planning, the easier it'll be to avoid a big tax hit.

The following tips may help clients minimize their liability.

Millions of workers have multiple jobs. That means they might have multiple retirement plans. Here are the rules for situations in which a client can set up and/or contribute to more than one plan at a time.

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?

Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable workers to build savings.

We have multiple goals in life and should be able to handle short-term debts and long-term goals without sacrificing one for the other, says an expert.

Short-term returns are mostly noise, which, by definition, largely cancels itself out over time

A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.

Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.

Workers with a high-deductible health plan will be better off setting up a health savings account, which offers tax benefits for savings earmarked for future medical expenses.

The proposed budget includes a provision that would give Medicare recipients the option to contribute to a health savings account, which would offer various tax benefits.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

Far too many financial advisors overlook home equity as part of a retirement income plan.