Retirement

Do you have three buckets handy?

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options.

Heirs and their financial advisors should start figuring out how to minimize the tax impact of the end of the so-called stretch strategy, experts said.

Here are some ways to build your wealth outside your practice.

Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.

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.