IRAs

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

Young investors highly value advice but are not receiving enough of it, according to Corporate Insight.

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.

Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.

Plan sponsors can help close a knowledge gap by educating employees about the advantages of contributing to an individual retirement account.

Investors can expect a bill from their traditional IRA or Roth IRA if they hold non-traditional assets, such as limited partnerships.

Despite a stock market rally, it is possible that American's 401(k) returns will remain low.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

Despite the projected increase in healthcare expenses, clients can expect their total living costs to decline after they retire, as they will owe lower or no income taxes and have fewer items on their budget.

Despite the projected increase in healthcare expenses, clients can expect their total living costs to decline after they retire, as they will owe lower or no income taxes and have fewer items on their budget.

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.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

Many people who qualify for the Retirement Savings Contribution Credit can save as much as $2,000 on taxes but fail to claim it because they are not aware of it.

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.