Retirement Planning

U.S. equity investors have gotten complacent—or smart.

The plan sets out three tax brackets for individuals -- 12 percent, 25 percent and 35 percent, down from the existing seven rates. But that’s not firmly set, as congressional tax-writing committees will be given flexibility to add a fourth rate...

Factors to consider when pondering designation.

Long-term care rising at three times the rate of inflation, baby boomers feel more confident about retirement and advisors struggle with referrals.

Your clients can earn big, guaranteed returns by paying off their credit cards.

What the debate in Washington means for your clients' money—and their retirement.

Morgan Stanley fined for failing to supervise sales of UITs, Penn University wins dismissal of retirement plan lawsuit and Focus financial helps member firms merge.

The rules of tax-free direct charitable/IRA distributions and crucial deadlines.