401(k)

One way for clients to avoid or minimize their capital gains tax is to hold investments in tax-advantaged retirement accounts, such as IRAs and 401(k) plans.

Most employees are staying the course in their retirement allocations, according to research from the Investment Company Institute.

Employers need to determine whether the investment adviser they are working with is signed on as a fiduciary to their retirement plan, says adviser Robert Lawton.

Most employees are staying the course in their retirement allocations, according to research from the Investment Company Institute.

One important somber step for 40-something clients is to consider what happens to their assets when they die.

Employers need to determine whether the investment adviser they are working with is signed on as a fiduciary to their retirement plan, says adviser Robert Lawton.

One easy measuring stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.

The proposed new Roth health savings account is designed to help people cover health insurance premiums and out-of-pocket medical costs.