Baby Boomers

After selecting a health plan on an online marketplace, appreciation for the autonomy grows, according to a Liazon report.

After selecting a health plan on an online marketplace, appreciation for the autonomy grows, according to a Liazon report.

A couple who expects to earn a bigger income in the future is advised to convert part of their IRA into a Roth now while they are in a lower tax bracket.

A couple who expects to earn a bigger income in the future is advised to convert part of their IRA into a Roth now while they are in a lower tax bracket.

Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.

Benefit executives can offer HSA contributions and other services to help workers care for their aging, ailing parents.

Benefit executives can offer HSA contributions and other services to help workers care for their aging, ailing parents.

A quarter of full-time workers ages 18 to 25 who get paid time off say that by year's end they won't have taken any of their paid vacation days, according to a new survey.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

Few advisers consider improved long-term tax planning benefits in strategy discussions, says Affinity’s Greg Gagne.

Target-date funds can be a strong option for most retirement savers, but there are pitfalls. Some of them are relatively costly, with an average expense of about 1%. They can also get too conservative too quickly.

Most respondents to an informal survey said they view Social Security as an income stream rather than as an asset. At least one expert disagrees.

Most respondents to an informal survey said they view Social Security as an income stream rather than as an asset. At least one expert disagrees.

To really come out ahead from delaying Social Security, a client has to live into their 80s. Otherwise, they're generally better off taking a reduced benefit earlier and collecting as long as they live.

To really come out ahead from delaying Social Security, a client has to live into their 80s. Otherwise, they're generally better off taking a reduced benefit earlier and collecting as long as they live.

Millennials and baby boomers fret over how they will pay for their golden years and are eager for answers from employers.

Millennials and baby boomers fret over how they will pay for their golden years and are eager for answers from employers.

Why advisers say they have not been discussing Social Security rules and regulations with their clients.

Why advisers say they have not been discussing Social Security rules and regulations with their clients.