Employee benefits

The worst thing you can do during a stock market crash is panic and sell your stocks near the market bottom.

To qualify for this feature, clients should have reported a minimum amount for at least 11 years.

Those who fail to repay their loans on time may face early withdrawal penalties.

For many workers, moving assets from old 401(k)s into a traditional IRA may not be a smart move. One reason: IRAs often don’t offer stable value or guaranteed fund investment options as do most 401(k)s.

The government needs to improve cost-of-living adjustments to ensure that retirees can cope with inflation, says an expert.

If the client makes a mistake, they are advised to take the RMD as soon as they discover it so they can ask the IRS for a waiver of the penalty.

The transparency of a fee charged to other fund firms for use of the platform is allegedly questioned.

Some clients may experience a taxable event that pushes them into a higher tax bracket.

Employees at Carson Group love the outdoors and regularly participate in events like the Spartan Race, a course filled with treacherous obstacles.

When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.

Some companies on SourceMedia’s Best Fintechs to Work For list offer their employees extra time off to live boldly.

A collaboration between SourceMedia and the Best Companies Group, the list is derived from reviews of employer benefits and policies and comprehensive surveys filled out by the companies' employees.

Every week starts and ends the same way — with meetings where departments can share successes and challenges. It’s one way the payments company ensures cross-collaboration.

Although the test is complicated and misunderstood, eliminating it could “do more harm than good,” according to an expert.

Medicare will charge a high-income surcharge if seniors reported more than $85,000 (or $170,000 for joint filers) in modified adjusted gross and tax-exempt interest income.

Co-founder Keith Weber says the firm will help community-minded institutions stay true to their mission while boosting profitability.

Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.

The last government shutdown highlighted how many Americans ignore basic planning lessons.

Clients can avoid tax liability on their capital gains by donating securities that have appreciated in value, an expert says.

Retirees who opt to file at a much later date can earn delayed retirement credits that could boost their benefits by as much as 32%.