What to do with that 2% raise in Social Security checks
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."
Social Security
Year-end charitable giving strategies for retirees
Those who leave the workforce can maximize the tax benefits by donating a portion of their IRA assets directly through a qualified charitable distribution
Hiring older workers is suddenly in season
More employers are increasingly becoming more open to making seasonal jobs into a year-round work and hiring retirees on a part-time basis.
Are American seniors sicker and poorer than their peers elsewhere?
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.
Are GOP tax cuts and retirees a no-win?
The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.
Senate tax tweak would curb pretax 401(k) catch-up contributions
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.
Senate tax tweak would curb pretax 401(k) catch-up contributions
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.
Help workers avoid a Medicare trap that could increase taxes
Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.
How to find workers’ lost 401(k) benefits
Employees should search the Department of Labor's Form 5500 filings to get their former employer's contact information.
How to find clients’ lost 401(k) benefits
Clients should search the Department of Labor's Form 5500 filings to get their former employer's contact information.
Will the ‘tax torpedo’ blow up workers’ retirement?
Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.
Will the ‘tax torpedo’ blow up retirement?
Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.
How a $2.4K cap on 401(k) deductions would affect future retirees
The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.
How a $2.4K cap on 401(k) deductions would affect future retirees
The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.
Top reason workers don’t feel good about retirement
Healthcare costs are on the rise and Social Security's cost-of-living adjustment isn't enough to keep up with the rising medical costs.
Here’s the top reason Americans don’t feel good about retirement
Health care costs are on the rise and Social Security's cost-of-living adjustment isn't enough to keep up with the rising medical costs.
Tax debate highlights Americans’ poor savings rate
Despite impressive aggregate numbers, the median value of a 401(k) account for someone 65 and over is about $60,000.
Tax debate highlights Americans’ poor savings rate
Despite impressive aggregate numbers, the median value of a 401(k) account for someone 65 and over is about $60,000.
Government report sounds alarm on retirement crisis
The government should promote universal access to retirement savings and give workers more options for the spend-down phase of retirement, according to the study.
Government report sounds alarm on retirement crisis
The government should promote universal access to retirement savings and give Americans more options for the spend-down phase of retirement, according to the study.
