Retirement

Pre-retirees should have Medicare or health insurance in place to cover their medical costs, along with a well-maintained investment portfolio.

Jamie Greenleaf has devoted 29 years to the retirement market, continually driven by the idea that all hardworking individuals deserve to leave the workforce comfortably.

Retirees who under-reported their income to avoid taxes will also get smaller retirement benefits than they deserve.

Retirees who under-reported their income to avoid taxes will also get smaller retirement benefits than they deserve.

The two tech giants come at the market with offerings targeted at different customer segments.

Retirees should weigh a number of factors, including the fact that the closing costs for reverse mortgages are higher than those for regular mortgages.

A holistic approach to regulations that impact defined benefit plans is the only way to ensure employees are secure in their post-work years, says the ERISA Industry Committee.

Retirees should weigh a number of factors, including the fact that the closing costs for reverse mortgages are higher than those for regular mortgages.

Receiving a line of credit through an employer may prevent the risk of high interest rates for employees and improve productivity.

Ron Surz, president of Target Date Solutions, sounds off on the TDF index he created and the fiduciary obligations plan sponsors face in retirement plan fund selection.