IRAs

Employer role in these retirement savings plans is growing, says attorney Christine P. Roberts.

Although clients pay taxes on the contributions they make, they can still expect tax savings as their money grows tax-free and future distributions are exempt from taxes.

Investors are advised to reduce their risk capacity and get their portfolio ready for the distribution phase once they are within five years of their retirement.

Investors are advised to reduce their risk capacity and get their portfolio ready for the distribution phase once they are within five years of their retirement.

Clients in this situation will need to gather a lot of paperwork, including at least eight certified copies of the spouse's death certificate for life insurance, among other reasons.

Clients in this situation will need to gather a lot of paperwork, including at least eight certified copies of the spouse's death certificate for life insurance, among other reasons.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.