SEP IRA

Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

Clients who borrow from their company retirement plans can often get a good rate with no hassle. But if they miss payments, they might face nasty tax charges.

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

An absence of pensions has prompted older workers to increase their working hours and stay longer in the workplace, a recent study finds; plus, how your clients can plan for retirement in their 50s.