Retirement

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

Rules of thumb for how much to save for retirement are a starting point for planning, if only that.

Industry insiders question wisdom of reform that would limit contributions during the NAPA 401(k) Summit.

Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.

Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.

The city is facing a budget shortfall that will reach $848 million in five years. Increases in pension payments and other payroll costs are driving the gap, according to a five-year financial plan.

The good news? Employers can help by encouraging their employees to take advantage of the tools and resources offered by their plan provider.

Plan sponsors can help close a knowledge gap by educating employees about the advantages of contributing to an individual retirement account.

Retirees who turned 70 1/2 in 2016 have until April 1 to take required minimum distributions from their tax-deferred retirement accounts.

A retired teacher who receives a state pension in California may still qualify if they paid into the program and earned 40 credits, says a certified financial planner.