Employee benefits

Many taxpayers can expect a lower tax bill under the new law and should consider adjusting their withholding to put the money to good use.

Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.

The added savings could be used to pay off student loans as well as increase mortgage payments and retirement plan contributions.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

A survey found that 27% of parents who cosigned for their children's college education end up paying off the debt with their retirement savings.

The contributor was recently called to be an expert witness and realized that defending a retirement plan in court can provide a good opportunity to better understand a portfolio.

The products can offset potential losses from lowered state and local deduction limits.

Working seniors who intend to start collecting Social Security benefits in the middle of the year should know about the monthly earnings test.

82% of beneficiaries who qualified for survivor benefits and their own benefits were not informed that they could opt for a restricted application and boost their benefit.

Retirement investors may want to adopt the billionaire's investing strategy if their risk tolerance allows them.

Sales dropped by 8% last year, but LIMRA finds reason for optimism in 2018.

The paperwork will be designed like the Form 1040EZ, the shortest federal income tax form.

Seniors who reach the age of 65 and are in good health have the option of opening a Medicare medical savings account.

Lawmakers agreed to form a congressional committee that would look into multiemployer plans and develop a measure to fix these plans' insolvency woes.

The advisor persuaded the customer to liquidate his IRA and invest the money in a risky and costly options trading strategy the advisor managed, FINRA alleged.

The right strategy can put them “in the 0% tax bracket,” an expert writes.

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

The proposed budget includes a provision that would give Medicare recipients the option to contribute to a health savings account, which would offer various tax benefits.

Although smaller companies could be volatile, those that pay dividends tend to be more mature and profitable.

Raising the payroll tax is the easy way (in theory); here are other solutions for funding the Social Security shortfall.