Editorial Staff

To avoid paying high fees, retirement savers should ensure that their plan administrator is a no-load fund company and avoid overpriced house funds.

Retirement investors can use their loss carryforward to write off the taxes triggered by a Roth IRA conversion.

Although the market continues to rally, a possible setback remains likely and retirement investors should be ready for this scenario.

Although the market continues to rally, a possible setback remains likely and retirement investors should be ready for this scenario.

Employers should be encouraged to provide their workers affordable, simplified long-term care insurance for employees age 45 and older, says report from the Bipartisan Policy Center.

Retirees are better off taking withdrawals from their retirement accounts in their 60s so they spread out their tax liability.

Those who leave the workforce are better off taking withdrawals from their accounts in their 60s so they spread out their tax liability.

Seniors who want to relocate in retirement to a different place from what their spouse prefers may opt to maintain two homes.

Although traditional IRAs offer upfront tax deductions, clients will have to pay taxes later in life when they likely will be in a higher tax bracket.

Although traditional IRAs offer upfront tax deductions, clients will have to pay taxes later in life when they likely will be in a higher tax bracket.