IRAs

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.

Employers looking to beef up retirement strategies must talk with lawmakers and adopt new strategies to create innovative ways to better prepare workers for post-work years.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

Seniors need to be mindful of enrollment deadlines with Medicare.

Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable their workers to build their nest eggs,

Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.

Employees who intend to leave a legacy to their loved ones should consider using a Roth IRA.

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forego the least amount of money.