Retirement planning

As the number of freelance and contract workers increase, so does the demand for more versatile retirement savings options.

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

Plan sponsors must watch out for tax law changes and rising interest rates, experts say.

IRA investors who turn 70 before June 30 have a little more than a year to make their first withdrawal.

IRA investors who turn 70 before June 30 have a little more than a year to make their first withdrawal.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

Employers should consider having a financial wellness education plan, the right investment adviser and full automation in place by year-end, says Robert Lawton.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

Plan sponsors must watch out for tax law changes and rising interest rates, experts say.