Retirement

Clients who have assets in an IRA but want to reduce the costs may want to roll the money into their 401(k) plan if their employer allows such transfer.

Half of workers say they would save for retirement if payroll deduction was available, according to new research from LIMRA.

Clients in their 20s should focus on retirement savings as much as their other financial needs, such as rent and credit card payments.

Companies need to work harder than ever to retain top talent by engaging employees in their benefit packages.

Unlike Wall Street, most Americans with savings plans such as 401(k)s tell pollsters they expect the fat returns to continue.

The Insured Retirement Institute also would like to preserve the current tax treatment for post-work savings.

New bipartisan bill would give employers and workers new opportunities to tackle growing debt woes.

One way for clients to avoid or minimize their capital gains tax is to hold investments in tax-advantaged retirement accounts, such as IRAs and 401(k) plans.

Most employees are staying the course in their retirement allocations, according to research from the Investment Company Institute.

New bipartisan bill would give employers and workers new opportunities to tackle growing debt woes.