Retirement

Why it's a good time to invest even small amounts into 401(k) and Roth IRA accounts. Plus, avoiding the capital gains hit.

The Treasury Department is partnering with TaxAct, TaxSlayer and Intuit’s TurboTax to encourage tax filers to open retirement savings plans.

Clients who invest their IRAs in assets such as real estate, precious metals, private equity or virtual currency like bitcoin could be jeopardizing their savings, according to a new GAO report.

U.S. Wealth Management CEO John Napolitano discusses in this video the importance of budgeting during one's golden years.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.

John Napolitano discusses the issues that many retirees don't think of in advance.

Although the year is ending soon, it's not too late to implement some planning moves that can improve a client's tax situation for 2016 and beyond. This article reviews some actions that clients can take before December 31 to improve their overall tax picture.

Demystifying COLA and maximum earnings subject to tax increases.

Here's how clients can boost their returns before the president-elect enacts the reforms he's promised, and other items in our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

As the end of the year approaches, many of us are focused on taking advantage of tax break opportunities before another year begins.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

The chairman of the House Ways and Means Social Security Subcommittee, Rep. Sam Johnson, R-Texas, has introduced legislation to make changes in Social Security, including raising the retirement age.

In the aftermath of Donald Trump’s election, the American Institute of CPAs has drawn up a list of tax reform priorities for the incoming administration.

For wealthy Americans, the outcome of the 2016 election could be lucrative.

Grant Thornton has released a collection of Year-End Tax Guides for 2016. Here are 10 of the most important 2016 tax-planning considerations for individuals.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Clients in business for themselves face a host of challenges. How can you best advise clients who already have their hands full making a living on their own?

The Social Security Administration announced that benefits will increase 0.3 percent in 2017.

The perilous calculus associated with retirement