Social Security

Even if an employee does not use the triple-tax-advantage of these accounts, the benefits are still valuable.

Employees should account for the tax ramifications before making such a decision.

Contributing $300 a month to a 401(k) over 40 years with an average 7% return will result in more than $700,000. So the benefits are there, but do your employees know the details?

People looking to retire but wanting to keep a part-time gig will benefit from a new law that gives a 20% deduction for “pass-through entities.”

Employees should look into filing for Social Security as soon as they retire to generate extra income and allow their spouse to delay and grow their retirement benefit.

Many employees may not be able to have a comfortable life in their golden years because they carry a hefty credit card debt into retirement

A study has found that while millennial employees are saving for retirement, they are making mistakes that can be easily corrected.

Workers aged 35 have to set aside 11.69% of their pay to keep up with those in their 20s socking away only 6% of their salary.

The bill aims to help workers think in terms of lifetime income — as opposed to accumulated balances — by requiring benefit statements to include income estimates at least once a year.

These funds can help workers put saving plans on autopilot, but they can also take on more risk than expected.

Parents should ensure that their child has earned an income adequate enough to be able to open an account, among other requirements.

In a bull market's later stages, some types of investments work better than others. Find out which ones they are.

Many Gen Xers do not have enough retirement savings even as they approach their peak earning years.

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

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?

Despite the recent market downturn, workers should remain invested in their employer-sponsored 401(k) plan.

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.

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.

Working seniors who intend to start collecting Social Security benefits in the middle of the year should know about the monthly earnings test.

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.