There's no evidence that short-term fluctuations in the stock market influence when workers call it quits.
Advisers should be considering a “re-characterization,” or undoing, of clients' Roth conversions, which essentially converts the Roth money back to pre-tax money.
<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.
Retirement plan advisers should make sure they have their bases covered to prevent litigation for fiduciary breaches.
But the Social Security Administration still has no guidelines for file-and-suspend deadlines.
Offering this coaching is one way advisers show they care not only about clients' financial success, but also about their health and well-being.
More than 40 million Americans are in a second or third marriage. Here's how to make sure you plan properly for your step family.
The Massachusetts senator and Rep. Elijah Cummings, D-Md., assert four large insurance companies are telling regulators and shareholders different tales.
The amount of education debt held by people 65 and older ballooned to $18.2 billion in 2013, from $2.8 billion in 2005.
Fortress says infrastructure in Japan among bright spots of Abenomics
Michael Kitces explains how the president's fiscal 2017 budget affects retirement, estate and other tax law.
The U.S. Government Accountability Office estimates that half of all self-prepared individual tax returns contain at least one error, compared to 60% of returns completed by a paid preparer.
Here are a few scenarios that can help you guide your clients' decisions.
Follow the late singer's lead and don't wait to plan for your loved ones until it is too late.
Regardless of how wealthy you are or how fiscally responsible your heirs, trusts can make sense.
Consumers owed a total of $936 billion in credit-card and other revolving debt in December &mdash; a $103 billion increase from April 2011.
Having problems trying to file and suspend before deadline? You're not alone.
Having problems trying to file and suspend before deadline? You're not alone.
Other advisers can take a page from the the firm's action plan.
Legislation sponsored by Senator Jeff Merkley (D-Oregon) would establish a universal savings account for all working Americans regardless of the size of their employers.
