IRAs

While it’s recommended they have at least three sources when they retire, just 6.8% of savers have done so, according to a report.

While there are strategies to help reduce risk, clients should recognize the order of investment returns is crucially important, an expert writes.

Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.

This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.

It is important for entrepreneurs to have an exit strategy and to take control of their debt.

Ill-prepared investors are advised to vigorously plan their expenses and aggressively save in their 401(k)s and IRAs.

“By and large, many simply have not yet saved enough to retire comfortably.”

Contributing to these accounts makes sense for clients who anticipate higher tax rates in the future.

Over half of account holders neglect to move their funds, resulting in penalties and fees.

This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.