IRAs

Beginning in January, employees can save up to $19,000 in their 401(k)s, up from $18,500.

Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.

In addition to health insurance considerations. people considering this need to determine whether they can afford the missed earnings and the ability to continue building their nest egg.

Someone who starts saving from age 20 can sock away 90% less per month than someone who gets a later start at age 50 and still build the the same size of portfolio.

Employers should inform their workers about the benefits of increasing their 401(k) contributions and investing in health savings accounts, among other tips.

The guideline used a specific set of assumptions: a retirement lasting 30 years with savings in a tax-deferred account and nothing left for heirs. Change just one and your “safe” withdrawal rate may differ.

Lawmakers are looking to pass the Retirement Enhancement and Savings Act of 2018, which will allow workers to save more while encouraging employers to offer more retirement savings options.

The president plans to issue an executive order Friday to make it easier for small businesses to band together to set up retirement-savings plans.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

From a tax perspective, cashing out an old 401(k) plan can be a wrong move, as this option will trigger income taxes plus penalty

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.

Employers looking to beef up retirement strategies must talk with lawmakers and adopt new strategies to create innovative ways to better prepare workers for post-work years.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

Seniors need to be mindful of enrollment deadlines with Medicare.

Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable their workers to build their nest eggs,

Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.