Investments

Federal Express is the latest large company to purchase an annuity for its current retirees in an effort to keep the plan solvent.

Federal Express is the latest large company to purchase an annuity for its current retirees in an effort to keep the plan solvent.

MEP insolvencies will not harm the participants of the plans in question but the U.S. economy in general.

Working longer can be a great decision, as it will allow seniors to keep themselves healthy as well as allow them to delay filing for Social Security benefits.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

Filing for Social Security can be a wrong move if seniors are still employed and earning a wage income.

Data from retail investors firm Hearts & Wallets show that the number of clients owning taxable brokerage accounts has increased 10% over the past five years.

Annuities can be qualified or non-qualified and are subject to different tax treatments. There are also estate tax consequences as well as tax penalties to consider.

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Workers with a high-deductible health plan will be better off setting up a health savings account, which offers tax benefits for savings earmarked for future medical expenses.