The $2.2 trillion stimulus package makes retirement assets easier to access, but participants should proceed with caution
The $2.2 trillion bill will boost unemployment benefits and small-business loans, but some advisers said that might not be enough
People with retirement accounts have seen losses through no fault of their own and they need a helping hand
The likelihood that people will file for benefits sooner amid a downturn and the possible decline in payroll tax revenue could put pressure on the Social Security trust fund
Once things settled down after the 1987 crash, there was a lot of money set in motion
Advisers need to watch for administrative errors on the part of financial institutions, though
After the extension, the deadline for filing now matches the deadline for tax payments announced previously
The extension gives individuals and many businesses 90 extra days to send checks to the government
Critical services still available over the phone and online
Roth conversions can help reduce clients' health care costs and taxes, given the impact that required minimum distributions can have on Medicare premiums
In a speech Wednesday, the president said he would pressure Congress to suspend Social Security and Medicare taxes for the rest of the year
Democrats focus on paid sick leave; experts say fluid situation may change
That deadline is cited in the tax code, but the agency regularly makes exceptions, especially for victims of natural disasters
Survey of those nearing retirement shows many would opt to work longer
5 reasons why the elimination of the stretch IRA is not the end of the world
Presidential candidate to introduce measure that stops execs from delaying paying taxes on stock options and deferred compensation
Widows and widowers have multiple claiming options
The Insured Retirement Institute wants mandatory retirement plan coverage for most businesses, but similar legislation has been floated in the past
The organization's efforts range from state fiduciary measures to the SEC's proposed changes to its advertising rules
Some say it’s a smart way for government to raise revenue; others say it penalizes investors
