Retirement planning

Investors are advised to do a Roth conversion before year-end to make the most of the federal tax deduction for state and local income taxes, which could disappear next year.

Legislation agreed upon by the House and Senate could impact whether or not small businesses offer retirement plans.

Relying too much on tax-loss harvesting to generate an income is a common mistake that workers should avoid after they retire.

Relying too much on tax-loss harvesting to generate an income is a common mistake that clients should avoid after they retire.

Many claims filed by former employees have a very low chance of success, but that does not eliminate the need for the employer to put in the time and money to fight them.

Retirees should take advantage of their flexible schedule, which allows them to go on vacation during off season to save on costs.

Retirees should take advantage of their flexible schedule, which allows them to go on vacation during off season to save on costs.

Lists showing the top carriers and brokers across the country were amongst the most viewed.

Retirees who have reached the age of 70 1/2 should take required minimum distributions from tax-deferred accounts, while those who are younger should draw from their taxable accounts.

Retirees who have reached the age of 70 1/2 should take required minimum distributions from tax-deferred accounts, while those who are younger should draw from their taxable accounts.