401(k)

Many workers think hey are not allowed to contribute to a 401(k), a traditional IRA and a Roth IRA in the same year, which is untrue.

Retirees on Social Security can expect the government to garnish a portion of their benefits if they fail to make student loan payments.

Plan participants should know how to roll-over their 401(k), says Retirement Clearinghouse’s Spencer Williams.

Clients should consider moving to a state that does not tax ordinary income, Social Security benefits or pension payouts.

One of the biggest mistakes that can be made is starting off by simply accepting the service provider’s form service agreements, says benefits lawyer Carol Buckmann.

First-time home buyers can withdraw as much as $10,000 from a Roth account without paying taxes and penalties if the account is at least five years old.

As the year gets into full swing, now is a great time for plan sponsors and participants to reevaluate the goals of their retirement plans.

First-time home buyers can withdraw as much as $10,000 from a Roth account without paying taxes and penalties if the account is at least five years old.

The move to reintroduce legislation that seeks to adjust the cap on Social Security wages and to raise the payroll tax is a step in the right direction in fixing the program's solvency woes, says expert.

The move to reintroduce legislation that seeks to adjust the cap on Social Security wages and to raise the payroll tax is a step in the right direction in fixing the program's solvency woes, says expert.