Health and wellness

85% of survey's respondents felt that lawmakers don't understand the difficulty they face when building a retirement nest egg.

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.

Clients who have lost track of old 401(k) accounts may get help from the National Registry of Unclaimed Retirement Benefits, a subsidiary of a firm that processes retirement checks.

Clients can fully deduct their IRA contributions if they have no access to a workplace retirement plan.

Early withdrawals from retirement investments can trigger a hefty penalty.

Concerns about medical expenses are sky-high, but there are solutions.

An index of SourceMedia's comprehensive coverage of the Affordable Care Act for professionals in employee benefits and health care.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.