Are taxes lurking in tax-free retirement accounts?
Investors can expect a bill from their traditional IRA or Roth IRA if they hold non-traditional assets, such as limited partnerships.
Retirement scan
Why did some 401(k)s earn 4% last year when the S&P was up 10%?
Despite a stock market rally, it is possible that American's 401(k) returns will remain low.
Last-minute IRA tips before filing taxes
Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.
Last-minute IRA tips before filing taxes
Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.
Older workers may have to postpone retirement under GOP plan
The new Republican bill slated to replace the Affordable Care Act could result in a significant increase in health insurance premiums for older workers.
Older Americans may have to postpone retirement under GOP plan
The new Republican bill slated to replace the Affordable Care Act could result in a significant increase in health insurance premiums for older workers.
How employees can retire happily on less than $1M
Despite the projected increase in healthcare expenses, clients can expect their total living costs to decline after they retire, as they will owe lower or no income taxes and have fewer items on their budget.
How clients can retire happily on less than $1M
Despite the projected increase in healthcare expenses, clients can expect their total living costs to decline after they retire, as they will owe lower or no income taxes and have fewer items on their budget.
Fees can do serious damage to employees’ retirement
Clients who have assets in an IRA but want to reduce the costs may want to roll the money into their 401(k) plan if their employer allows such transfer.
How much should employees save by age 30
Clients in their 20s should focus on retirement savings as much as their other financial needs, such as rent and credit card payments.
4 tips for avoiding capital gains tax
One way for clients to avoid or minimize their capital gains tax is to hold investments in tax-advantaged retirement accounts, such as IRAs and 401(k) plans.
More Americans live in fear of retiring poor
85% of survey's respondents felt that lawmakers don't understand the difficulty they face when building a retirement nest egg.
More Americans live in fear of retiring poor
85% of survey's respondents felt that lawmakers don't understand the difficulty they face when building a retirement nest egg.
College loans are making it hard for parents to retire
Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.
College loans are making it hard for parents to retire
Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.
3 smart money moves for workers in their 40s
One important somber step for 40-something clients is to consider what happens to their assets when they die.
How much is needed for employees to retire?
One easy measuring stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.
Don’t let employees pass up free retirement money from Uncle Sam
Many people who qualify for the Retirement Savings Contribution Credit can save as much as $2,000 on taxes but fail to claim it because they are not aware of it.
6 tax-efficient ways workers can keep more of their retirement savings
A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.
6 tax-efficient ways clients can keep more of their retirement savings
A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.
