Lee Conrad

A proposal to increase payroll taxes is facing opposition from some lawmakers who believe millennial workers cannot afford to bear the brunt of higher payroll taxes.

New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs.

The 401(k) industry doesn’t need another acronym, but advisers would be well advised to give a little TLC.

Grandparents are advised to give cash gifts without putting their future financial security at risk.

The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline.

These firms employ nearly half of U.S. workers, and fewer than half of those firms don’t offer a retirement plan.

If spending $5 a day on fancy coffee puts your retirement at risk, you’ve got bigger problems.

Definite steps are needed to improve worker prospects: Employees should save more. Clients should offer auto-enrollment. And Congress should make it all easier.

Definite steps are needed to improve worker prospects: Employees should save more. Employers should offer auto-enrollment. And Congress should make it all easier.

There are still several moves that clients can make to reduce their 2018 tax bill.