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“The advice I give is to calculate the financial impact for each option,” an expert says.February 21
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Seniors choosing between traditional and Roth IRAs must account for their current and future tax rates.February 20
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The Social Security retirement rate is based on their highest 35 years of wage-indexed earnings.February 19
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The spike in the number of older employees in the workplace reflects a trend over the past decade.February 18
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Pre-retirees may consider funding a Roth account to take advantage of tax-free compounding and tax-exempt withdrawals in retirement, an expert writes.February 14
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A Roth conversion “not only to minimize heirs’ tax burden but also to sustain the growth of [their] retirement savings."February 13
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Taking advantage of catch-up contributions is one of several methods that can help them get back on track.February 12
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The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.February 11
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Retirees can reverse their claiming decision, but not without considering one important caveat.February 10
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Seniors may consider working longer or relocating somewhere where their benefits are not subject to state taxes.February 7
