Retirement benefits

Now may be the best time for retirees to make charitable donations, do a Roth conversion, and incur more qualified medical expenses to meet the threshold and qualify for a tax deduction.

Although the president-elect has not shared many details, advisers and other stakeholders see the ACA playing a big role early on.

Employees who put money in their workplace 401(k) plans for 15 years straight are seeing significant gains, according to new Fidelity research.

Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.

Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.

Benefits professionals will need a crystal ball to determine how the President-elect’s policies will shape up, says SHRM’s Lisa Horn.

Workers’ savings hasn’t been a No. 1 priority for the President-elect, but he has vowed not to cut Social Security.

The president-elect wants to take down the ACA, but he does not have it in for advisers, says Sage Benefit Advisers’ Vinnie Daboul.

Changing a Medigap plan during the open enrollment could be costly for clients, especially when the switch happens outside the initial six-month window.

Employers will “be watching to see how the new administration will maintain or change legislation and regulations impacting benefit plans,” says IFEBP CEO Michael Wilson.