Tax strategies

Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.

Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.

Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

Why timing is so important for college graduates when making contributions to their employers' 401(k) plans.

Why timing is so important for college graduates when making contributions to their employers' 401(k) plans.

A generation crosses a finish line and finds the IRS waiting. Here are some tips to help them minimize the bite.

More than half of large employers offer them, yet only a small fraction of participants are using them, according to new research.

More than half of large employers offer the investment vehicle, yet only a small fraction of employees are using them, finds research from Willis Towers Watson.