Retirement

Those who leave the workforce and are sitting on losing investments may do tax-loss harvesting, or they may donate their winning holdings to a charity to avoid the capital gains tax

Money worries continue to plague employees but executives struggle to create plans that address workers’ fiscal woes.

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Holding too much cash is one of the common errors that employees make when saving for retirement.

Investors are advised to do a Roth conversion before year-end to make the most of the federal tax deduction for state and local income taxes, which could disappear next year.

Legislation agreed upon by the House and Senate could impact whether or not small businesses offer retirement plans.

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.

Many claims filed by former employees have a very low chance of success, but that does not eliminate the need for the employer to put in the time and money to fight them.

Retirees should take advantage of their flexible schedule, which allows them to go on vacation during off season to save on costs.