Retirement planning

Mindful of cumbersome rules and the potential for blended-family feuds, advisers can help take the lead on keeping the peace for benefit plan participants.

Rising Part B costs will absorb much of Social Security's 2026 cost-of-living adjustment — leaving less room in retirees' budgets.

Generation Z is favoring Roth accounts like no generation before, new Fidelity research shows.

The country's second-largest bank has unveiled a digital platform for retirement decisions — not on how to save, but how to disburse those savings in a steady, sustainable way.

Companies with 10 or more workers would have to contribute at least 50 cents per hour worked to each employee's retirement account.

The industry asked for and received a delay in the rule from the IRS in 2023. Now that it's going into effect, here are the key implications for sponsors and savers.

Without comprehensive financial planning benefits at their disposal, employees will remain unprepared for the future.

The Social Security Administration announced its cost-of-living adjustment for beneficiaries — a figure advocates say fails to address the reality for most seniors.

New Vanguard research finds workers with access to defined contribution plans are twice as likely to reach retirement goals.

A new survey from financial services organization TIAA polled 1,000 adults and found that nearly half don't make enough money to save.

Rising costs and competing financial priorities are making it harder for younger workers to save for retirement.

Even with the money to retire early, FIRE clients often face unexpected challenges around mindset, more than finances.

As 401(k) balances continue to grow, advisers say it's crucial that employees are educated on how to effectively manage their portfolios.

One in four Americans now juggle childcare and eldercare, often at the expense of retirement savings.

With retirement pressures mounting, Gen Xers and baby boomers are increasing IRA contributions in a bid to catch up, according to a new Fidelity study.

The Milliman 2025 Retiree Health Cost Index reveals that a 65-year-old couple may need up to $388,000 for medical expenses in retirement.

From aggressive tax strategies to early retirement, well-intentioned decisions can unintentionally reduce Social Security benefits.

Trump's One Big Beautiful Bill Act opened HSA access to millions, but big gaps remain. Here's what financial advisors need to know.

Retired women find themselves leaning on Social Security as a primary source of income at greater rates than men.

A 65-year-old retiring in 2025 can expect to spend $172,500 on health care expenses throughout retirement, according to Fidelity.