Tax

Moving investments into these accounts may optimize returns and boost savings. Plus, know your IRAs and the impact of Trump's proposals on income brackets.

One suggestion planners say they are offering bullish clients: Don't be extreme.

Effort by the asset management giant is aimed to capture more muni bonds. Plus: Other launches.

Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

Why it's a good time to invest even small amounts into 401(k) and Roth IRA accounts. Plus, avoiding the capital gains hit.

The amount a client gets back from the government can go right into an IRA for added benefits now and in the future. Plus, keep a parent's savings alive, even if they're not.

Policy owners who take out loans may need a rescue — but not all life preservers are created equal.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.

There are limits to how much clients can contribute — exceeding these thresholds can result in costly penalties.

Retirees can hear different perspectives from other patients and learn more about their medical conditions.

Instead of hand-wringing over its future, advisers and clients can consider this solution.

It's not too late to help clients improve their tax situation for 2016 and beyond.

The benefit will be reduced if her husband dies before she turns 66. But if his death occurs after she reaches her FRA, she'll be able to collect his full retirement benefit.

How clients can take advantage of this approach to managing their wealth after death, even if President-elect Trump enacts his proposed reforms. Plus, juicy deductions that come with owning a car and a smart portfolio trick to consider after this year's monster bull market.

Advisers should consider possible policy changes in planning discussions.

Here's how clients can boost their returns before the president-elect enacts the reforms he's promised.

The allegations come a year after the firm paid over $300 million to resolve regulators' claims that it failed to tell wealthy clients it was steering them into its own funds.

A 7.3% hike warrants attention, and advisers can help ease the transition.

Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.