Demographics

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.

The amount that can be transferred is equivalent to the HSA's annual contribution limit, which is $3,400 for singles and $6,750 for couples.

These two accounts are both funded with money that has already been taxed, but there are still important differences that clients need to know.

Naming a young grandchild as beneficiary of a traditional IRA could be a wrong move, as the distributions will be subject to the "kiddie tax."

Naming a young grandchild as beneficiary of a traditional IRA could be a wrong move, as the distributions will be subject to the "kiddie tax."

More younger workers are prioritizing saving for their post-work years and contributing as much as they can to their 401(k)s — and making sacrifices to do so.

More younger workers are prioritizing saving for their post-work years and contributing as much as they can to their 401(k)s — and making sacrifices to do so.

The most important consideration is that employees are able to complete the 35-year work period because benefits are based on the 35 highest-paid years from their careers.

Although traditional IRAs offer upfront tax deductions, clients will have to pay taxes later in life when they likely will be in a higher tax bracket.

Although traditional IRAs offer upfront tax deductions, clients will have to pay taxes later in life when they likely will be in a higher tax bracket.

Older Americans would be subject to an "age tax" under the Senate legislation designed to revamp the Affordable Care Act, says an expert with the AARP.

Older Americans would be subject to an "age tax" under the Senate legislation designed to revamp the Affordable Care Act, says an expert with the AARP.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total benefits.

Younger employees are more actively engaged in picking a plan and making cost-conscious healthcare decisions than older employees, new EBRI study says.

Younger employees are more actively engaged in picking a plan and making cost-conscious healthcare decisions than older employees, new EBRI study says.

Younger employees are more actively engaged in picking a plan and making cost-conscious healthcare decisions than older employees, new EBRI study says.

Employers looking to hire younger talent face hurdles if they offer insufficient insurance.

Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.