Investments

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.

Guideline Investments charges flat rate that shields participants from AUM fees, touts transparency and payroll integration.

Employers should concentrate on adopting measures that enable seamless plan-to-plan savings portability for participants, especially for employee accounts with less than $5,000.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

When the Dow soars and dives, advisers need to reassure clients that their employees’ retirement nest egg is safe.