401(k)

Municipal bonds can be a more lucrative option for some retirement savers than comparable, higher-yielding bonds.

During that first 10 years of our 40-year careers, most of us contribute very little or nothing to our retirement accounts. At that time in our lives, retirement seems pretty far off – but it isn’t.

Ten states and one city have already taken steps to offer government-facilitated retirement programs.

During that first 10 years of our 40-year careers, most of us contribute very little or nothing to our retirement accounts. At that time in our lives, retirement seems pretty far off – but it isn’t.

The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.

Reasonable costs, healthy account balances and a high percentage of employee participants are attributes of great retirement plans.

The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.

Advisers will find a powerful tool in communicating enhanced benefits from a defined contribution perspective that puts employee’s in the driver’s seat.

To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”

AT&T, Boeing, Costco, IBM and JPMorgan Chase are among the country’s leading retirement plans based on plan-year-end net assets as of April 9, according to miEdge data.