Retirement benefits

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.

So-called opportunity zones created under the new tax law can offer clients a unique chance to save.

The years between 60 and 70 present a great opportunity for seniors to make financial moves to protect their retirement savings.

The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.

Older couples should determine whether they are physically ready for the task, as moving can be stressful for people of advanced age.

The business could fetch as much as $1 billion, sources say.

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them

A small proportion of parents are investing in the program for their children, however new analysis suggests that may be changing.