Retirement planning

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

It doesn’t seem like much to ask for—a 5% return. But the odds of making even that on traditional investments in the next 10 years are slim, according to a new report from investment advisory firm Research Affiliates.

Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.

Which retirement plan is best for employees? It depends on a number of factors, explains adviser Robert Lawton.

Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.

A lack of knowledge about managing credit and building savings is a leading cause of stress in the workplace, says CFP Mark Singer.

Terminating 401(k) and safe harbor 401(k) plans requires a high level of attention to detail.

Next year is gearing up to be a notable year of change for the plan sponsor with the DOL’s fiduciary ruling set to take effect, says columnist John Ludwig.

As the Department of Labor’s new regulation takes effect, employers need to prepare.

Challenges to the DOL rule have created some unfortunate confusion about the vulnerability of the final rule.

Next year is gearing up to be a notable year of change for the plan sponsor with the DOL’s fiduciary ruling set to take effect, says columnist John Ludwig.

Invesco Consulting’s Lisa Kueng says the trick is to get plan participants to visualize what they want their lives to look like after work.

One idea is to ensure clients are investing the right types of assets in the right accounts to take full advantage of appreciation and tax-exempt status when possible.

Financial advisers who once shunned Vanguard Group because it didn’t pay commissions are now among the fund giant’s best customers.

One idea is to ensure clients are investing the right types of assets in the right accounts to take full advantage of appreciation and tax-exempt status when possible.

Challenges to the DOL rule have created some unfortunate confusion about the vulnerability of the final rule.

Industry experts say workers should invest in both HSAs and 401(k) plans to retire comfortably.

Invesco Consulting’s Lisa Kueng says the trick is to get plan participants to visualize what they want their lives to look like after work.

As we mark National Save for Retirement Week, plan sponsors should consider what they can do to power portability so that employees can improve their outcomes.

Advisers can offer a number of solutions to combat rising expenses as employees age, such as HSA contributions.