Deducting IRA contributions on client tax returns
Employees can fully deduct their IRA contributions if they have no access to a workplace retirement.
Social Security
Why retirement savers are in better shape than ever
People are saving more money for retirement and setting up more retirement accounts, with fewer savers borrowing from their funds, according to author Dan Kadlec.
Deducting IRA contributions on client tax returns
Clients can fully deduct their IRA contributions if they have no access to a workplace retirement plan.
Why retirement savers are in better shape than ever
People are saving more money for retirement and setting up more retirement accounts, with fewer savers borrowing from their funds, according to author Dan Kadlec.
Coping with student loans in retirement
Retirees on Social Security can expect the government to garnish a portion of their benefits if they fail to make student loan payments.
Coping with student loans in retirement
Retirees on Social Security can expect the government to garnish a portion of their benefits if they fail to make student loan payments.
How home buyers can tap an IRA penalty-free
First-time home buyers can withdraw as much as $10,000 from a Roth account without paying taxes and penalties if the account is at least five years old.
How home buyers can tap an IRA penalty-free
First-time home buyers can withdraw as much as $10,000 from a Roth account without paying taxes and penalties if the account is at least five years old.
Social Security can survive without benefit cuts
The move to reintroduce legislation that seeks to adjust the cap on Social Security wages and to raise the payroll tax is a step in the right direction in fixing the program's solvency woes, says expert.
Social Security can survive without benefit cuts
The move to reintroduce legislation that seeks to adjust the cap on Social Security wages and to raise the payroll tax is a step in the right direction in fixing the program's solvency woes, says expert.
What’s in and what’s out for retirees in 2017
More retirees are expected to join the gig economy and go on trips that offer unique experiences.
What’s in and what’s out for retirees in 2017
More retirees are expected to join the gig economy and go on trips that offer unique experiences.
How to turn $298 per month into $1 million nest egg
Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.
How to turn $298 per month into $1 million nest egg
Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.
Retirement planning for special needs families
Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.
Retirement planning for special needs families
Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.
Almost 8 in 10 Americans favor Social Security benefit cuts
79% of people supported raising the full retirement age to 68 from 67, according to a survey from the University of Maryland, which could reduce benefits even for those who wait until 70 to retire.
3 financial risks that retirees underestimate
Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.
Should workers invest $1 million of their retirement savings in an annuity?
While some experts recommend annuitizing at least 25% of savings to generate guaranteed income in retirement, clients should weigh other options before making a decision.
Should clients invest $1 million of their retirement savings in an annuity?
While some experts recommend annuitizing at least 25% of savings to generate guaranteed income in retirement, clients should weigh other options before making a decision.
