Trump demands a payroll tax cut; lawmakers may not open gates to smaller provisions
The presumptive Democratic presidential nominee would raise capital gains taxes
Will a wife lose all of her Social Security benefits due to increased Medicare premiums triggered by her husband’s severance package?
People who aren't prepared for retirement at age 62 aren't more likely than others to keep working, but those who do tend to benefit financially, a recent paper found
Investors are painfully aware their retirement plans need a do-over. Here's the best approach
COVID-related job losses this year could reduce Social Security benefits for millions of people born in 1960
The Viagra college fund is alive and well, but the earnings test could reduce benefits
By claiming her Social Security early, will my client's benefits be permanently reduced?
Those who took required minimum distributions in January are allowed to undo them, and the timeframe for doing so extends through Aug. 31
The agency is delaying lump-sum payouts of back benefits amid the pandemic
Receiving Social Security benefits on someone else’s earnings record.
An audit shows many retired widows and widowers are due higher survivor benefits
If the CARES Act stimulus checks are any indication, more people will need the money for basic expenses
The Timelineapp tool helps advisers decide the best combination of tax-deferred and brokerage account withdrawals for clients
Could I stop collecting my retirement benefit, switch to my survivors benefit and then switch back to my retirement benefit at age 70?
Most advisers expect tax rates to go up, but opinions vary on how and when to plan for it
InvestmentNews survey shows economic recovery, pandemic response are key issues in determining the president's political fate
While charitable giving will remain an ongoing need, now is also the time for more robust legacy and generational wealth transfer planning
The stock market declines helped by shrinking the value of accounts, as well as the tax bill for converting assets
A phased extension of the full retirement age to 67 has changed claiming behavior, but not retirement, according to new research
