Tax

ERISA reporting must be filed by July 31 or an extension must be filed on the same date by employers to avoid penalties.

Retirement investors can use their loss carryforward to write off the taxes triggered by a Roth IRA conversion.

Republican leaders are now planning to retain Obamacare’s 3.8% tax on net investment income for people who earn more than $200,000 and couples with incomes over $250,000.

A new line of mutual funds can help retirees manage their RMDs – which many fail to take – and avoid the hefty penalty.

A new line of mutual funds can help retirees manage their RMDs – which many fail to take – and avoid the hefty penalty.

Retirees saw a small increase in expendable income once they started collecting Social Security, according to a new study.

Retiree investors can use safe withdrawal rates and maintain a diversified portfolio with more asset classes, writes Wade Pfau, professor at The American College.

Industry insiders warn that proposals could undermine incentives for employees to save for their futures.

Delayed retirement credits only accrue to age 70, but there still may be tax issues to consider.

More than half the U.S. workforce has experienced a problem with their paycheck during their career, according to new estimates.