Bob Carlson

There are significant tax-reduction opportunities available when employer stock is held in a 401(k) plan. But you have to meet all the qualifications.

Medicare Open Enrollment period is more complicated than usual this year. It's important to have the right advisor help you navigate the choices.

getty Many financial advisors and economists with in-depth knowledge of Social Security recommend that people delay claiming their retirement

getty The Centers for Medicare and Medicaid Services (CMS) announced the 2025 inflation-adjusted amounts for Medicare Parts A, B, and D.

getty Congress and the IRS made inheriting an IRA a very complicated, confusing event.

getty Many estate plans aren't as solid as the estate owners and their families believe. Key defects are widespread.

getty Charitable giving often isincluded in financial and estate plans, and this is the time of year when there's an increased focus on giving.

getty Many people are surprised and shocked when they learn what happens when retirement account owners neglect simple details about the tax code and their accounts.

getty Another SECURE Act might be in the works in Congress.

getty The ability to switch Medicare plans isn't as available as many beneficiaries are told or believe, and the Centers for Medicare and Medicaid Services wants beneficiaries to be more aware of the practical limits.