Investments

Retirees who are considering investing can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

Those who left the workforce can open HSAs, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

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 average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.

The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.

Debt to states workers’ retirement system has soared by $33.4 billion, or $6,000 for every resident, courtesy of accounting rules.