Retirement income

The new relief plan has something for many taxpayers, including retirees and the recently unemployed.

Plunging oil prices have all but ruled out the possibility, according to a new report.

Finding the revenue to make up for the shortfall remains a “manageable exercise,” regardless of the as-yet unknown impact of the coronavirus, a Boston College economist says.

For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.

How will the relief package impact retirement accounts? CPA Ed Slott fields this and other top financial planning queries.

There are appealing methods to shift investments “upstream” to aging parents or “downstream” to grown children.

People born in 1960 could see a permanent cut in their benefits without action by policymakers, an expert warns.

I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

Under the new act, some can take out as much as $100,000 from retirement plans early without penalty.