Tax strategies

While seasoned employees won’t have to fill out the forms, all employees should be aware of how their tax situation may be affected.

The gender gap is alive and well when it comes to career timeouts and savings often take the hit.

Buyout amounts are high right now, but there are many other factors to consider when guiding employees to the right choice.

Clients should think of the years as empty buckets and keep the amount of income into each bucket level per year.

Chances are high that one or both parents who have left the workforce ahead of their full retirement age are still working out of necessity.

Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.

Those with 1099 income have several tax-advantaged options.

Careful planning can help prevent workers from shrinking their benefits based on misperceptions.

Funding a 401(k), 403(b) or company-sponsored retirement savings vehicle should come first, an expert says.

Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.