Tax planning

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.

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.

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

Retirees can hear different perspectives from other patients and learn more about their medical conditions.

A survey has found that running out of savings and lack of Social Security benefits tops the list of concerns.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.

Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.

Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.

Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

Why timing is so important for college graduates when making contributions to their employers' 401(k) plans.

Why timing is so important for college graduates when making contributions to their employers' 401(k) plans.

A generation crosses a finish line and finds the IRS waiting. Here are some tips to help them minimize the bite.