Social Security

The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.

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.

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.

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.

Employees should search the Department of Labor's Form 5500 filings to get their former employer's contact information.

Clients should search the Department of Labor's Form 5500 filings to get their former employer's contact information.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.

The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.