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More than a quarter of women in a recent survey say they are confident they will comfortably retire, while almost a third of men voiced the same confidence.
February 27 -
Aside from income taxes, retirees will also pay consumer taxes and may face a 3.8% Medicare surtax.
February 24 -
Seniors choosing between traditional and Roth IRAs must account for their current and future tax rates.
February 20 -
The spike in the number of older employees in the workplace reflects a trend over the past decade.
February 18 -
Taking advantage of catch-up contributions is one of several methods that can help them get back on track.
February 12 -
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 -
Pre-retirees are encouraged to save aggressively and create a list of things they plan to spend their money on without remorse, an expert says.
February 6 -
Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.
February 5 -
While it’s recommended they have at least three sources when they retire, just 6.8% of savers have done so, according to a report.
February 4 -
"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.
February 3