Tax strategies

Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.

New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs.

There are still several moves that clients can make to reduce their 2018 tax bill.

New innovations increase participation by making it easier to save and invest for retirement, an expert says.

Submitting taxes can be stressful. Here are tips to help companies best prepare.

The U.S. is one of the few countries that doesn’t have paid family leave, and it can cause families hardship around the time of a birth, says an expert.

Submitting taxes can be a stressful time for employers and employees. Here’s how advisers can help them make sure they are prepared this year.

If the client makes a mistake, they are advised to take the RMD as soon as they discover it so they can ask the IRS for a waiver of the penalty.