This article outlines key financial strategies, including tax optimization, smart investing, income planning and more.

Furthermore, the TCJA put a $10,000 cap on the state and local tax (SALT) deduction. If the cap is retained once the TCJA ...

CalPERS inched closer to potentially adopting a new total portfolio approach with a presentation exploring key risk ...

Discover 3 top securities for your retirement portfolio that balance risk mitigation and solid returns. Click here to read ...

It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance. The easiest, ...

Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds. The easiest, most reliable way to ...

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.

Baby boomers looking to set up their portfolios for a relaxing and rewarding retirement have plenty of factors to consider.

Social Security, retirement accounts, taxable accounts and pensions all have different tax implications. When you start ...

To simplify your life, reduce your living expenses, and make some extra money for retirement, consider selling these 10 ...

Most Americans rely on Social Security benefits to help make ends meet during retirement. But there are concerns that the ...

Epstein noted that Mercer and Callan have been constructing target-date funds with alts for a number of years, and that the ...