Retirement

Clients need to start planning for what happens after the day they stop working, says John Napolitano.

Here's a smart way to add long-lasting value to your client relationships.

There's a new method of counting defined contribution retirement plan participants that can make a big difference for clients.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

IRS errors; hiring your kids; investment fund audits; and other highlights from our favorite tax bloggers.

Financial leaders need to set clear goals and timelines, explore ownership transfer options and conduct a comprehensive business valuation.

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.

An overwhelming 77% of voters in the seven states that will decide the 2024 presidential election like the idea of a billionaires tax to bolster Social Security shortfalls.

There's an inherent conflict between wanting the best deal when you exit your firm, and wanting the best arrangement during the time you are working.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.