Retirement

While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.

As we become a more tech-enabled society, it’s important to recognize how that translates to the retirement plan landscape.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Employee Benefit News has named the winners of its four Benny Awards, which recognize individuals for excellence in the employee benefits/human resources field.

Plan sponsors are worried their employees will outlive their post-work savings and not be able to pay for healthcare expenses, TIAA research finds.

Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.

Plan sponsors are worried their employees will outlive their post-work savings and not be able to pay for healthcare expenses, TIAA research finds.

Plan design features like automatic enrollment and automatic increases are having a positive impact. Such steps are designed to increase participation even from people who may be suffering from inertia, says a researcher.

As we become a more tech-enabled society, it’s important to recognize how that translates to the retirement plan landscape, consultant says.

Looking for a way to close out your summer days beachside with some smart reading? EBA has you covered with a list of top books recommended by industry insiders.