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Retired workers should claim their retirement benefits only when other taxable income sources are used up, as their benefits could be taxed if their taxable earnings reach a certain threshold.

Ben Eubanks, principal analyst at human resource research and consulting company Lighthouse Research & Advisory, offers advice on avoiding purchasing pitfalls.

Advisers should help clients ensure that separation benefits are fair, timely and backed by company support.

Most plans are safe for now under both pieces of legislation, but employers worry conversations about pre-tax contribution limits and possible Rothification could resurface in coming weeks.

There are several provisions in the upper chamber’s text that alter existing tax treatment, and experts predict those elements will win out in final law.

Most plans are safe for now under both pieces of legislation, but employers worry conversations about pre-tax contribution limits and possible Rothification could resurface in coming weeks.

Platforms have progressed from providing education to offering true decision support and guidance for workers.

Workers can improve the odds of getting bigger Social Security benefits after they retire by asking for a salary raise from their employer.

Advisers should help clients ensure that separation benefits are fair, timely and backed by company support.

ABC president Jim Klein says legislators should act immediately to eliminate the ‘challenging’ compliance provision, and then repeal the ACA’s Cadillac tax.