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Employees who converted traditional IRA assets into Roth last year can still undo the conversion this year if they are going to pay more in taxes than what they were supposed to gain
March 9
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Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many workers will get even less. The question is: how much less?
March 8
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Employees should consider limiting their traditional 401(k) savings, as the plans provide taxable distributions that can boost their tax bill in retirement
March 7
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Despite the recent market downturn, workers should remain invested in their employer-sponsored 401(k) plan.
March 6
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A decline in income as a result of the death of a spouse and an increase in medical expenses both pose a serious risk to retirement but can be curbed with proper planning.
March 2
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More workers are gaining access to a Roth 401(k), and employees should take advantage of it.
March 1 -
Employees who intend to invest in an IRA and make the most of the account should determine which of a Roth and a traditional IRA will best suit their needs.
February 28
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Working seniors who intend to start collecting Social Security benefits in the middle of the year should know about the monthly earnings test.
February 27
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A study suggests seniors tend to be healthier and live longer if they continue working past the retirement age, rather than leaving the labor force for good.
February 26
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The solo 401(k), the SEP IRA and a SIMPLE IRA are retirement savings vehicles that are meant for contractors, freelancers and other self-employed individuals
February 23
