Retirement

Employees harbor a number of regrets about past spending — especially on short-term pleasures — that prevented them from saving more for retirement, Charles Schwab research finds.

Cost of living is a key consideration, but a retiree’s goals and objectives are also important.

New executive order directs Treasury and Labor departments to ease barriers for small firms to join together in multi-employer plans.

The president plans to issue an executive order Friday to make it easier for small businesses to band together to set up retirement-savings plans.

Employees harbor a number of regrets about past spending — especially on short-term pleasures — that prevented them from saving more for retirement, Charles Schwab research finds.

While a recent IRS private letter ruling is generating some buzz, employers need to do their homework before proceeding with this type of program on their own.

The ERISA Industry Committee requests that the agency “clearly articulate that such contributions will not affect the tax-qualified status of an employer’s retirement plan.”

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.