Retirement planning

Relying too much on tax-loss harvesting to generate an income is a common mistake that clients should avoid after they retire.

Many claims filed by former employees have a very low chance of success, but that does not eliminate the need for the employer to put in the time and money to fight them.

Retirees should take advantage of their flexible schedule, which allows them to go on vacation during off season to save on costs.

Retirees should take advantage of their flexible schedule, which allows them to go on vacation during off season to save on costs.

Lists showing the top carriers and brokers across the country were amongst the most viewed.

Retirees who have reached the age of 70 1/2 should take required minimum distributions from tax-deferred accounts, while those who are younger should draw from their taxable accounts.

Retirees who have reached the age of 70 1/2 should take required minimum distributions from tax-deferred accounts, while those who are younger should draw from their taxable accounts.

The telecom giant is facing an Employee Retirement Income Security Act lawsuit, filed by an employee who says the company mismanaged funds.

The telecom giant is facing an Employee Retirement Income Security Act lawsuit, filed by an employee who says the company mismanaged funds.

Tax reform and fiduciary rule delays dominated discourse in the ongoing effort to improve work-based savings and financial security.

The proposed legislation would penalize employers for not offering an auto deferral DC plan.

Employers should consider amending their retirement plans so that the definition of disability relies on the determination of a third party.

Tax reform and fiduciary rule delays dominated discourse in the ongoing effort to improve work-based savings and financial security.

Employers should give employees a risk assessment quiz every year, offer free and basic investment advice and adopt an auto-enrollment provision.

Most plans are safe for now under both pieces of legislation, but employers worry conversations about pre-tax contribution limits and possible Rothification could resurface in coming weeks.

Most plans are safe for now under both pieces of legislation, but employers worry conversations about pre-tax contribution limits and possible Rothification could resurface in coming weeks.

Workers can improve the odds of getting bigger Social Security benefits after they retire by asking for a salary raise from their employer.

Though the tax legislation is mostly praised for leaving 401(k)s unscathed, new pass-through deduction could impact whether some small businesses offer the benefit.

Retired workers should remain invested in stocks even if they have to scale back their exposure to this investment type, experts say.

Employers who teach workers about money matters can profit from increased employee satisfaction and productivity levels.