Retirement planning

Although retirement investors lose from the decline in bonds' value, they stand to gain from the rising payouts from 10-year Treasury bonds.

Although retirement investors lose from the decline in bonds' value, they stand to gain from the rising payouts from 10-year Treasury bonds.

The total retirement funds of 100 CEOs can match the combined nest eggs of 41% of U.S. households that saved the least for retirement.

When it comes to at least one type of investing, U.S. pension funds should take a (maple) leaf out of their Canadian counterparts' playbook, says Bloomberg Gadfly columnist Gillian Tan.

If myRA, President Obama’s signature retirement plan, were a private-sector startup, it would probably be getting some heat from its venture capital backers right about now.

The changing concept of retirement in America is disrupting the parts of the financial services machine that are geared around it.

The total retirement funds of 100 CEOs can match the combined nest eggs of 41% of U.S. households that saved the least for 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.

The legal setback for the rule's foes still leaves three ongoing court challenges, as well as an uncertain future for the regulation in Trump administration.

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.

Plan sponsors should consider going beyond ERISA’s bare-bones requirements for plan document requests and make it a practice to also provide a cover letter, containing certain specific information.

While delaying Social Security can maximize retirement benefits and boost income, some clients have financial circumstances that make an early retirement a better option.

While delaying Social Security can maximize retirement benefits and boost income, some workers have financial circumstances that make an early retirement a better option.

Clients can claim a tax deduction for Medicare premium payments and contribute to a tax-advantaged spousal IRA if they continue working.

Clients can claim a tax deduction for Medicare premium payments and contribute to a tax-advantaged spousal IRA if they continue working.

Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.

Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.

Employers that sponsor retirement benefits may wonder if their non-eligible employees will be required to participate in these state-sponsored programs.

The 2006 rule prompted private sector employers to cut or freeze pension plans, new research indicates.

Thanks to legal battles and federal regulations, plan participants are expecting more of their advisers than ever before.