Moving closer to family members and taking advantage of warmer weather are just two reasons why many people retire to another state. Don’t forget to consider state and local tax implications before you make a move.

Can estate planning benefits convince you to convert your traditional IRA to a Roth IRA?

Employers that offer fringe benefits: The IRS has made cost-of-living adjustments (COLAs) to many of the most popular offerings. Details here.

Does your business need stop-loss insurance for its self-insured health care plan? Or does it already have such coverage in place? Here are a few important things to keep in mind.