HSAs

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

Most Americans are saving too conservatively to generate the income they'll need in retirement even after accounting for Social Security.

Clients can claim airfare, lodging fees and half the cost of their meals as long as they can prove the trip is for work.

Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.

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.

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.

It's not too late to help clients improve their tax situation for 2016 and beyond.

The tax benefits of an HSA make those plans a better option to max out first, although contributing just enough to a company plan to get any matching funds should be first.

Working 30 years instead of 29 will yield a fractional monthly benefit increase — "like by 1/29th" — says an expert, who also notes how get a good idea of future benefit