Retirement benefits

We have multiple goals in life and should be able to handle short-term debts and long-term goals without sacrificing one for the other, says an expert.

The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.

The gig economy ushered in a new way of working, which in turn has ushered in a new way of retiring.

Clients should not only check the fees, but also compare their after-tax returns.

About 4.3 million of the 18 million workers in the 55-64 age bracket are likely to live in poverty once they reach 65, according to a study.

The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.

Alexandra Court had been promoted to global head of institutional distribution in 2016, a move accompanied by about two dozen job cuts in that division.

To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”

Howard Price III used the funds to make purchases at clubs, bars and restaurants, say regulators.

Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.

Historical simulations show that the value of investing in these accounts is getting an average of 1.7% in additional earnings.

Short-term returns are mostly noise, which, by definition, largely cancels itself out over time

Benefits are based on how much someone earns in their top 35 working years. So if there are fewer years in someone's career, their monthly retirement checks will be lower. Check out the other reasons clients could receive less.

Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.

Experts are expecting more companies to offer student loan assistance, but a lack of tax benefits could stall the growing popularity of this benefit.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

The number of clients owning taxable brokerage accounts has increased 10 percentage points over the past five years, while ownership of employer-sponsored plans remained unchanged.

Some are forced to retire early because of disability, layoff and health issues, while others fear that the program will reduce future benefit payouts as a result of its financial woes.

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.