Social Security, the first leg of the retirement income stool, continues to be the nation’s single most successful social program. Its lifetime benefits and annual cost-of-living adjustments help millions of women and men to escape poverty in old age. Download a PDF copy of the publication. |
|
The federal Saver’s Tax Credit is a non-refundable tax credit for contributions to qualified retirement plans such as 401(k) plans, IRAs and others. The tax credit is targeted to lower and middle income taxpayers and provides a credit between 10% and 50% of the retirement plan contribution each year, up to a $2,000 contribution. Download the fact sheet.
|
|
Internationally recognized expert Anna Rappaport answers your 401(k) questions this month! Visit Ask the Expert. |
|
More than one third of Hispanic households have at least one family member caring for an older loved one. A new study co-sponsored by the National Alliance for Caregiving finds that 41% of these caregivers have altered their work situations as a result of caregiving, even during this current economic crisis. |