Retirement planning

Tell clients in this situation to make sure they know key dates and review their statements to confirm the amounts are accurate.

Tell clients in this situation to make sure they know key dates and review their statements to confirm that the amounts are accurate.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

Five months from implementation, it is time to review service agreements with employers.

Companies need to look at the entire scope of their workers’ monetary priorities before they can offer guidance, advisers say.

The average 401(k) balance gained for the second quarter in a row, inching up 2%, to $90,600. That amount is a 7% jump from 2015's third quarter and up from an average of $64,300 five years ago.

Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.

Employers need to talk to their financial adviser to learn whether his fiduciary relationship will be changing.

Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.

Retirees can mitigate the impact of inflation by shortening the duration of bond portfolios so that re-investment at higher rates can be done in the future.

The office-supply retailer announced a new program offering the perk to “top performing” employees.

Retirees can mitigate the impact of inflation by shortening the duration of bond portfolios so that re-investment at higher rates can be done in the future.

Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.

Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.

The office-supply retailer announced a new program offering the perk to “top performing” employees.

An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.

These factors have turned retirement into the ultimate obstacle course and it’s up to advisers to help clients navigate it successfully, says MDRT’s Curtis Cloke.

An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.

People often sit down to figure out how much they will need in retirement and assume they'll spend 40 years in the workforce. That's an outmoded assumption, TIAA's Diane Garnic says.

Retirement investors should learn how to balance the different risks to their portfolio instead of avoiding them altogether.