401(k)

The following tips may help clients minimize their liability.

Seniors should not only have a financial plan in place, but activities to keep them preoccupied.

There has been a robust increase in employers' registration since the program started last year, data shows.

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

Some people have a hard time getting their one-time pass code to log on to their My Social Security account.

Millions of workers have multiple jobs. That means they might have multiple retirement plans. Here are the rules for situations in which a client can set up and/or contribute to more than one plan at a time.

Workers should urge their employers to offer this savings option in their 401(k) plans to save for emergency and unforeseen expenses.

The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.

Some of the changes to rental property rules may be confusing for clients.

The holidays are fast approaching, which means it is time to start doing some year-end tax planning.