Tax

Contributing to these accounts makes sense for clients who anticipate higher tax rates in the future.

This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.

They are triple-tax advantaged, but also introduce significant challenges — especially for life partners with multiple accounts.

While seasoned employees won’t have to fill out the forms, all employees should be aware of how their tax situation may be affected.

The gender gap is alive and well when it comes to career timeouts and savings often take the hit.

Encouraging charitable giving and volunteer work on Giving Tuesday boosts employee well-being.

Buyout amounts are high right now, but there are many other factors to consider when guiding employees to the right choice.

The Democratic presidential contender proposes six months of paid family and medical leave for all workers.

Clients should think of the years as empty buckets and keep the amount of income into each bucket level per year.

Chances are high that one or both parents who have left the workforce ahead of their full retirement age are still working out of necessity.

Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.

Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.

Many pin the blame on stagnant or dwindling income, according to a new survey.

Those with 1099 income have several tax-advantaged options.

“They’re looking at their future and saying, ‘If I pay taxes today, I could potentially have more tomorrow,’ ” one expert says.

The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.

Careful planning can help prevent workers from shrinking their benefits based on misperceptions.

Funding a 401(k), 403(b) or company-sponsored retirement savings vehicle should come first, an expert says.

Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.

Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.