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Retirees will have to alter the way they file taxes under the new tax law, including making two years' worth of charitable donations every other year to exceed the standard deduction and itemize.
January 11 -
Employees who prefer a simple retirement investing strategy should consider a dividend stock index fund.
January 10 -
Workers may want to opt for a fund that follows small companies as they will benefit from a lower corporate tax rate under the new tax law.
January 2 -
A pension expert from the Netherlands says that the U.S. retirement system sets a bad example in securing the golden years of its workforce.
December 29 -
Employees should refrain from cosigning their child's student loan, as Social Security could garnish their retirement benefits if the child defaults on the loan payments.
December 27 -
Retirees should take advantage of their flexible schedule, which allows them to go on vacation during off season to save on costs.
December 14 -
Retirees should take advantage of their flexible schedule, which allows them to go on vacation during off season to save on costs.
December 14 -
Small firms are allowed to set up multiple-employer plans, but the government needs to "simplify and rationalize the rules" for these types of plans, says an expert.
December 7 -
New data shows that the average account balance broke records after increasing to $99,900 in the third quarter.
December 6 -
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.
December 5 -
In September, the inflation rate was 2.23%, slightly higher than the proposed Social Security increase. So realistically, recipients "will not be better off at all."
November 27 -
More employers are increasingly becoming more open to making seasonal jobs into a year-round work and hiring retirees on a part-time basis.
November 21 -
Indeed they are. Not only are they less healthy, they are more likely to worry about not having enough funds for housing, utilities and other necessities.
November 17 -
Employees aged 50 and above would no longer be able to make catch-up contributions on a pretax basis to their retirement plans under the Senate version of the GOP tax proposal.
November 15 -
Employees aged 50 and above would no longer be able to make catch-up contributions on a pretax basis to their retirement plans under the Senate version of the GOP tax proposal.
November 15 -
Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.
November 8 -
Employees should search the Department of Labor's Form 5500 filings to get their former employer's contact information.
November 3 -
Clients should search the Department of Labor's Form 5500 filings to get their former employer's contact information.
November 3 -
The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.
October 31 -
The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.
October 31
















