An unneeded life insurance policy can provide funds to cover long-term care expenses.
Adviser Bill Harris outlines the steps to take when untangling retirement assets as the result of divorce.
Your life insurance needs evolve with your life changes. Make sure you have the most effective and efficient protection.
Adviser Mark Bordelove provides perspective on positioning your portfolio to take advantage of the trends.
Surya Kolluri, managing director, Retirement and Personal Wealth Solutions, at Bank of America, describes in this Retirement Daily video the key findings from the Bank of America's 10th annual Workplace Benefits Report.
Adviser Massi De Santis explains how to create balance in your portfolio by understanding your goals and priorities.
Take time to assess your current and future tax situation. The early years of retirement are prime time for tax management strategies.
Recent changes in eligibility requirements now make life settlements an option for healthy individuals who no longer need or want their life insurance policy.
Before you decide what to do with an inherited IRA, make sure you understand all your options and the potential impacts to your taxable income.
As health insurance costs continue to climb, HSAs have increased in popularity. Adviser Brian Bruggeman explains the pros and cons of this unique solution.
Can't afford to convert your term life insurance policy? A life settlement may be a solution for you.
A late-life divorce can wreak havoc on even the most well-thought out retirement plan.
Optimize tax planning and diversification opportunities along with long-term growth and an element of downside protection with your restricted stock awards.
Tax planning is an often ignored facet of a retirement plan. Don't confuse annual tax preparation with a long-term tax plan.
Many traditional estate plans take a fixed-in-stone approach that does not account for changing circumstances, such as those wrought by the SECURE Act. Here's an alternative strategy that may add flexibility.
Learn how you can offset income-tax acceleration of an inherited IRA or retirement plan with a Charitable Remainder Trust.