Retirement

While retirees can start taking 401(k) withdrawals without penalties when they turn 59 1/2, they may want to consider drawing from their taxable accounts for their living expenses.

While there are 567 ways to claim benefits, clients are advised to pick a strategy that will maximize a spouse's benefit on their record.

Employers’ efforts to connect health and wealth make progress as older workers prepare for future medical expenses.

With nearly half of retirees saying medical costs is their biggest concern, employers are beefing up voluntary benefits and promoting HSAs to help employees prepare for their post-work years.

The average score of correct answers was 47%, and only 5% of respondents earned a grade higher than C.

With nearly half of retirees saying medical costs is their biggest concern, employers are beefing up voluntary benefits and promoting HSAs to help employees prepare for their post-work years.

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

Employers should reach employees where they are by incorporating solutions to current financial problems into the retirement saving process.

A self-service cloud-based platform aims to simplify retirement savings and increases participation.

Those who expect to stay longer on their jobs could be hurting their prospects, as many people are forced to retire early because of health issues.