Tax

After the Fed raised rates, many market participants with fixed-income-heavy investment mixes are wondering what a period of rising interest rates could mean for their portfolios.

Municipal bonds can be a more lucrative option for some retirement savers than comparable, higher-yielding bonds.

Contrary to what many people think, Social Security will continue to pay benefit payouts to future retirees even after the program exhausts its trust funds by 2034, says expert.

A portion of retirees’ Social Security benefits may be taxed at the federal level if their combined income exceeds a certain limit.

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.

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.

HR professionals say recent regulatory changes and the #metoo movement have prompted changes to benefits and business strategies.

HR professionals say recent regulatory changes and the #metoo movement have prompted changes to benefits and business strategies.

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.

The differences generally come down to investor eligibility and when taxes are paid, but that can have a significant impact.

Employees have to change their retirement goals and strategies over the years, starting off heavily in stock allocation while in their 30s.

Even if an employee does not use the triple-tax-advantage of these accounts, the benefits are still valuable.

An employee's long life could be the death of their retirement savings.

A Roth IRA is a good savings vehicle for workers who expect to move to a higher tax bracket in retirement.

People looking to retire but wanting to keep a part-time gig will benefit from a new law that gives a 20% deduction for “pass-through entities.”

Employees should look into filing for Social Security as soon as they retire to generate extra income and allow their spouse to delay and grow their retirement benefit.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

Employees may expect a lower tax liability because of the new rates under the new tax law, especially those who were in the 25% bracket under the old law.

Employees should consider limiting their traditional 401(k) savings, as the plans provide taxable distributions that can boost their tax bill in retirement

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.