Employee benefits

The biggest QCD question is whether it will be effective for a check not cashed by year’s end?

The Trump tax cut may have changed the calculus for some couples filing joint returns.

Despite Social Security's financial woes, the revenue shortfall can be easily fixed, say experts at Boston College Center for Retirement Research. But it will only go so far in paying for living expenses.

Failing to take the mandatory distribution on time may push retirees to a higher tax bracket.

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.

Many of the bill’s provisions are taken from the Retirement Enhancement and Savings Act, which enjoyed some bipartisan support.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.

Assisted-living expenses increased 7%, according to one study, which is triple the rate of inflation.

The move is the latest effort to reduce the early flow of money out of 401(k)-style plans.