Medicare

Employees are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from Nov. 1 through Dec. 15.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.

A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.

A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.

Employees should account for the tax ramifications before making such a decision.

There can be substantial penalties for those who are late to sign up, but when exactly is that deadline?

Contributing $300 a month to a 401(k) over 40 years with an average 7% return will result in more than $700,000. So the benefits are there, but do your employees know the details?

Retiring at a time when the market is down is the biggest risk that employees will face. Here’s how to minimize the impact of a market slowdown.

Employees can simplify retirement portfolios by merging multiple accounts

Employees can simplify their retirement portfolio by merging multiple accounts.

Relying too much on tax-loss harvesting to generate an income is a common mistake that workers should avoid after they retire.

Relying too much on tax-loss harvesting to generate an income is a common mistake that clients should avoid after they retire.

Small firms are allowed to set up multiple-employer plans, but the government needs to "simplify and rationalize the rules" for these types of plans, says an expert.

Financial advisors can still be held liable for violating impartial conduct standards even though the fiduciary rule has been delayed until 2019.

In September, the inflation rate was 2.23%, slightly higher than the proposed Social Security increase. So realistically, recipients "will not be better off at all."

High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.

The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.

Seniors might get the policy again if they decided to drop it, but the rules "aren’t really super specific about what should happen in this situation,” one expert says.