Tax strategies

Workers should urge their employers to offer this savings option in their 401(k) plans to save for emergency and unforeseen expenses.

The holidays are fast approaching, which means it is time to start doing some year-end tax planning.

Retirees could end up paying taxes on the majority of their Social Security benefits when certain conditions are met.

Workers should consider contributing enough to their 401(k) plans to get their employer's match before making contributions to an IRA.

Working longer and delaying Social Security are some of the ways they can recover.

Advise them to review and adjust their budget and consider getting a side hustle, a study suggests.

Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.

There are hundreds of rules and claiming strategies – the wrong one can have major repercussions.

Seniors will have to pay income taxes on a certain portion of their benefits if their taxable income plus 50% of the benefits exceed a certain threshold.

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.