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.

Investors need to increase their allocation to stocks and other riskier investments to get the portfolio return that they need to secure their retirement.

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.

Employees can fully deduct their IRA contributions if they have no access to a workplace retirement.

People are saving more money for retirement and setting up more retirement accounts, with fewer savers borrowing from their funds, according to author Dan Kadlec.

Clients can fully deduct their IRA contributions if they have no access to a workplace retirement plan.

People are saving more money for retirement and setting up more retirement accounts, with fewer savers borrowing from their funds, according to author Dan Kadlec.

Early withdrawals from retirement investments can trigger a hefty penalty.

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.

Early withdrawals from retirement investments can trigger a hefty penalty.

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