Paola Peralta is an associate editor at Employee Benefit News. Her work covers DEI, workplace technology trends, Gen Z and workplace culture. She was previously a freelance reporter with Financial Planning, where she focused on workplace culture and diversity. Paola graduated with a bachelor's degree in journalism and political science from the University of Central Florida in Orlando.
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Aside from income taxes, retirees will also pay consumer taxes and may face a 3.8% Medicare surtax.
February 24 -
“The advice I give is to calculate the financial impact for each option,” an expert says.
February 21 -
Seniors choosing between traditional and Roth IRAs must account for their current and future tax rates.
February 20 -
The Social Security retirement rate is based on their highest 35 years of wage-indexed earnings.
February 19 -
The spike in the number of older employees in the workplace reflects a trend over the past decade.
February 18 -
Pre-retirees may consider funding a Roth account to take advantage of tax-free compounding and tax-exempt withdrawals in retirement, an expert writes.
February 14 -
The former Cetera advisors joined the firm’s employee channel.
February 14 -
A Roth conversion “not only to minimize heirs’ tax burden but also to sustain the growth of [their] retirement savings."
February 13 -
Taking advantage of catch-up contributions is one of several methods that can help them get back on track.
February 12 -
The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.
February 11
