Social Security

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.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

Getting married could boost couples' retirement prospects as it opens more retirement savings options, such as a spousal IRA.

Getting married could boost couples' retirement prospects as it opens more retirement savings options, such as a spousal IRA.

Investors can expect a bill from their traditional IRA or Roth IRA if they hold non-traditional assets, such as limited partnerships.

Despite a stock market rally, it is possible that American's 401(k) returns will remain low.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

Clients in their 20s should focus on retirement savings as much as their other financial needs, such as rent and credit card payments.