Demographics

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forego the least amount of money.

Debt among 65-year-olds has increased by 48% between 2003 and 2015, according to research by the Federal Reserve Bank of New York.

New workers overlook health insurance as an enticing industry; however those who intern with agencies find that they enjoy the environment, would recommend the work to friends.

Seniors receiving pension payments should ensure that their tax withholding is enough to cover the tax liability on the income and avoid trouble with the IRS.

The rise in student debt, increased life expectancy and the many competing priorities for money that are considered the “new normal” for younger generations have them wondering how they will pay for it all.

While advisers tend to see them as younger workers, these employees are getting married, starting families and purchasing more benefits through their employers.

Digital reporting tools may help HR identify problems, but experts say tech alone isn’t going to rid workplaces of sexual harassment.

Digital reporting tools may help HR identify problems, but experts say tech alone isn’t going to rid workplaces of sexual harassment.

Millennials are leading the charge when it comes to increasing their retirement account contributions, according to Fidelity Investments.

Millennials are leading the charge when it comes to increasing their retirement account contributions, according to Fidelity Investments.

A Roth IRA is a good savings vehicle for workers who expect to move to a higher tax bracket in retirement.

People looking to retire but wanting to keep a part-time gig will benefit from a new law that gives a 20% deduction for “pass-through entities.”

Employees are likely to miss their retirement targets if they are helping their children and loved ones more than what they can afford.

Which industries have the highest prevalence of unwanted sexual conduct in the workplace? Will the #MeToo movement have a lasting impact? Key findings from a SourceMedia survey.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.

Many Gen Xers do not have enough retirement savings even as they approach their peak earning years.

Employees who intend to invest in an IRA and make the most of the account should determine which of a Roth and a traditional IRA will best suit their needs.

Raising the payroll tax is the easy way (in theory); here are other solutions for funding the Social Security shortfall.

Retirees are advised to step back to get a better perspective and then review their asset allocation in their portfolio.

Employees have a hundred—if not a thousand—possible options to consider when claiming Social Security benefits.