The departure of Sen. Max Baucus as Senate Finance Committee chairman has set back efforts to achieve comprehensive tax reform.
Earnings above a certain threshold, charitable donations or business deductions may all be red flags
Bolstered by the research of some leading financial advisers and new rules from the Department of Housing and Urban Development, reverse-mortgage lenders hope to recast the product's role.
In today's world, the golden years are less a matter of set dates and dollars, and more a blend of work and play.
The New School's Teresa Ghilarducci weighs in on mandated savings, risk aversion and avoiding fees.
Through the new innovation, participants can expect to see fund expenses at about 10 basis points or less
In leaving estate outright to his partner, star stuck her with a multimillion-dollar tax bill
New book offers strategies to boost income and trim risk in the golden years
For the rich and famous, careful planning needed to keep the value of image out of Tax Man's clutches
Find out how to sign up for your personalized benefit estimate
Future cost-of-living adjustments applied to larger base benefit
Dealing with fractional shares proved to be tricky, but firm thinks it has the problem solved.
Can both spouses file and suspend their benefits?
Department wants to make sure investors are protected when given more latitude in picking investments .
Tactics include holding back on both the amount and timing of 401(k) matches and dragging out vesting schedules
President Obama's voluntary '"myRA" proposal, with no option to invest in stocks, could be doomed to failure, advisers say. The plan "isn't going to go anywhere," according to one skeptic. <i>(Don't miss these <a href="http://www.investmentnews.com/gallery/20140123/FREE/123009998/PH" target="_blank">tips for a worry-free IRA rollover</a>.)</i>
Taking benefits early means permanent reduction &ndash; but sometimes that's OK.
Advisers must know whether clients who have worked for federal, state or city governments may be affected by pension rules that can reduce or even eliminate certain Social Security benefits.
