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Incentive stock options can provide “special” tax treatment to the recipients if certain requirements are satisfied.
Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.
These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.
The Trump administration is considering pushing back the age at which retirees have to take required minimum distributions from tax-deferred retirement account.
Cost of living is a key consideration, but a retiree’s goals and objectives are also important.
These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.
Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.
When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.
A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.
A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.
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.
The right health insurance is all that’s needed to use this triple-tax advantaged savings account.
Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.
Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.
The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.
Many are following the example of corporations by instituting defined contribution or hybrid plan options for new hires and by freezing their old plans.
Employees who intend to leave a legacy to their loved ones should consider using a Roth IRA.
More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.
Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.
Retirement investors should ensure that their portfolios can withstand rising interest rates, inflation and recessions.
