Editorial Staff

One lawmaker who sponsored the resolutions said the regulations were an “assault on small business retirement plans.”

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.

Retirement savers sometimes make investing decisions that can hurt their portfolios if they are not aware of their tolerance level to risk.

Clients who have lost track of old 401(k) accounts may get help from the National Registry of Unclaimed Retirement Benefits, a subsidiary of a firm that processes retirement checks.

Clients who have lost track of old 401(k) accounts may get help from the National Registry of Unclaimed Retirement Benefits, a subsidiary of a firm that processes retirement checks.

From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.

From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.

Small businesses would not be allowed to enroll their employees automatically in state-run plans under legislation introduced in Congress.

One way for clients to avoid or minimize their capital gains tax is to hold investments in tax-advantaged retirement accounts, such as IRAs and 401(k) plans.