Tax

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.

Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.

Medicare costs count as a deductible medical expense, but only if they exceed 7.5% of adjusted gross income.

Almost 50% of the workers polled by EBRI claimed to have less than $25,000 in their retirement accounts.

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

Despite a stock market rally, it is possible that American's 401(k) returns will remain low.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

Clients who have assets in an IRA but want to reduce the costs may want to roll the money into their 401(k) plan if their employer allows such transfer.

Plan sponsors must watch out for tax law changes and rising interest rates, experts say.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

Plan sponsors must watch out for tax law changes and rising interest rates, experts say.

Investors should learn to ignore market forecasts and predictions and stick to their comprehensive plan.