The accounts are frequently being used to cover pandemic-related expenses, and employers are increasingly playing up their benefits to workers
Financial advisers are ideally situated to help clients talk through the unforeseen challenges a global pandemic brings
Squeezing Social Security’s funding source could accelerate the depletion of the trust fund
Despite the relief provided by the CARES Act, people are more worried about retirement than ever, and their concept of it is changing, panelists said
Pandemic complicates Social Security claiming strategies in 2020, Mary Beth Franklin says
In a volatile market, clients can give assets that are undervalued as a result of market instability, but are expected to appreciate in value
Trump has suggested getting rid of the taxes several times recently, a move that threatens the solvency of Social Security and Medicare
A long, successful retirement includes purpose, family, health, and of course, money, according to panelists at the InvestmentNews Retirement Income Summit
The president could issue an executive order that indexes capital gains to inflation, which would cut investors' tax bills
As COVID-19 has interrupted the retirement plans of millions, these products can play a role in their planning going forward, insurance execs said at the Retirement Income Summit
Businesses that donate to charities in exchange for a state tax credit can deduct those costs from their federal taxes, according to new regulation
The president is relying on an expansive and controversial reading of executive power that likely will face legal challenges
Wealth transfer isn’t just for the well-heeled anymore as business owners and families of wide-ranging income levels embrace the latest strategies to keep intergenerational assets in the family — and out of the hands of the IRS
If clients turn 65, and are still working and covered by an employer’s group health insurance plan, should they sign up for Medicare Part A?
The Insured Retirement Institute calls for raising RMD age, allowing catch-up retirement contributions
As COVID-19 resets Americans' retirement plans, surveys highlight the need for financial guidance to maximize benefits
The estimated benefit predicated for a client continuing to work at her current pay scale was calculated by Social Security. But, what about her benefits?
A column this week by former AQR managing director Aaron Brown questioned the benefits of 401(k)s
Bills have been introduced in both the House and Senate that would adjust the formula to avoid a drop in benefits for those who turn 60 this year
The pandemic has left the state facing a projected four-year deficit of $61 billion
