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Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?
October 23 -
Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable workers to build savings.
July 24 -
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.
June 8 -
Short-term returns are mostly noise, which, by definition, largely cancels itself out over time
May 25 -
A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.
May 23 -
Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.
May 22 -
Workers with a high-deductible health plan will be better off setting up a health savings account, which offers tax benefits for savings earmarked for future medical expenses.
May 2 -
The proposed budget includes a provision that would give Medicare recipients the option to contribute to a health savings account, which would offer various tax benefits.
February 15 -
Retirement location "matters just as much to your tax bill as what you have,” an expert says.
November 17 -
Far too many financial advisors overlook home equity as part of a retirement income plan.
November 9