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Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.
May 26 -
Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.
May 26 -
These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.
May 25 -
Seniors are advised to sign up for Medicare when they are about to reach the age of 65, or they face a hefty penalty for the rest of their golden years.
May 24 -
President Trump's budget is expected to call for spending cuts on programs intended to help poor households, while keeping Medicare and other programs designed to assist older people.
May 23 -
More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.
May 22 -
Millennials change jobs more than older generations, but thinking about the future is not a huge priority.
May 19 -
A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.
May 19 -
Continuously increasing the FRA is particularly hard on lower-income workers because they tend to retire early.
May 18 -
Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.
May 17