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The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.
June 7 -
About 4.3 million of the 18 million workers in the 55-64 age bracket are likely to live in poverty once they reach 65, according to a study.
June 5 -
HR professionals say recent regulatory changes and the #metoo movement have prompted changes to benefits and business strategies.
May 18 -
HR professionals say recent regulatory changes and the #metoo movement have prompted changes to benefits and business strategies.
May 16 -
If retirees intend to rely heavily on Social Security for income, they should consider adjusting the timing of their bills to the date that they will receive their benefits.
May 14 -
The differences generally come down to investor eligibility and when taxes are paid, but that can have a significant impact.
April 27 -
Employees have to change their retirement goals and strategies over the years, starting off heavily in stock allocation while in their 30s.
April 18 -
Even if an employee does not use the triple-tax-advantage of these accounts, the benefits are still valuable.
April 16 -
An employee's long life could be the death of their retirement savings.
April 11 -
A Roth IRA is a good savings vehicle for workers who expect to move to a higher tax bracket in retirement.
April 10