Retirement

By leaving retirement accounts as is, Congress missed an opportunity to help workers who have not saved for the future.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

Clients who intend to name minor children as beneficiaries of their IRAs should take into consideration the "kiddie tax" before making a decision.

It is also not expected to repeal the Obamacare individual mandate.

GOP tax reform could have employers re-thinking how they can best help employees to save for retirement.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

Advisers should use storytelling to make handling post-retirement finances relatable and to encourage active planning for the future.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

A proposal that deals with pass-through entities could cause businesses to reconsider adopting or maintaining retirement plans because of significant financial disincentives.

Rep. Kevin Brady doesn’t plan to reduce the contributions American workers can make to 401(k) retirement plans.