Retirement benefits

Aside from income taxes, retirees will also pay consumer taxes and may face a 3.8% Medicare surtax.

Seniors choosing between traditional and Roth IRAs must account for their current and future tax rates.

Today’s young adults are the first downwardly mobile generation in American history and face a slower growing economy while saddled with unbearable amounts of student debt.

The spike in the number of older employees in the workplace reflects a trend over the past decade.

Making the transition into retirement requires self-reflection and preparation ahead of time.

OneDigital’s acquisition of Resources Investment Advisors shows a convergence between two major spaces within financial services.

Taking advantage of catch-up contributions is one of several methods that can help them get back on track.

The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.

Pre-retirees are encouraged to save aggressively and create a list of things they plan to spend their money on without remorse, an expert says.

Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.

A succession plan is not only for retirement but in the event of premature death, serious illness or incapacity.

While it’s recommended they have at least three sources when they retire, just 6.8% of savers have done so, according to a report.

"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.

While retirement readiness among Americans has improved in general, Gen Xers are struggling with housing, college and medical costs, a survey finds.

Employees will need more education and guidance when it comes to taking advantage of their defined contribution plans.

After developing a plan to cover their bills and emergency expenses, clients in a new marriage are advised to start working on their long-term goals.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

Ninety-six percent of HSA account holders are depleting their funds on a yearly basis, instead of investing the money for their long-term care.

Nearly 48% of younger Americans feel they are not saving enough to secure their lifestyles after leaving the workforce, a report finds.

Even rolls out new product to help employees save money for up to three different purposes at once via direct deposit.