Investment strategies

Advisers and plan sponsors should include this important tool in their analytical toolbox.

Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many workers will get even less. The question is: how much less?

A decline in income as a result of the death of a spouse and an increase in medical expenses both pose a serious risk to retirement but can be curbed with proper planning.

More workers are gaining access to a Roth 401(k), and employees should take advantage of it.

The legislation presents many plan sponsors with an immediate opportunity to make a pension contribution in 2018 and obtain a deduction at the higher 2017 tax rate.

The legislation presents many plan sponsors with an immediate opportunity to make a pension contribution in 2018 and obtain a deduction at the higher 2017 tax rate.

Employees have a hundred—if not a thousand—possible options to consider when claiming Social Security benefits.

Younger employees could be too confident in the abilities of automated retirement investment tools, study finds.

Younger employees could be too confident in the abilities of automated retirement investment tools, study finds.

New research finds that Americans are stashing more cash in their 401(k)s than in savings account.

Many younger workers find it difficult to think beyond their student debt, which averages $32,731 with an average monthly payment of $393, according to the Federal Reserve.

Holding too much cash is one of the common errors that employees make when saving for retirement.

While clients cannot determine their health care expenses and taxes in retirement, they can improve their prospects by minimizing investment fees and diversifying their portfolios.

While the average savings in retirement accounts increased markedly in recent years, the amounts varied significantly by income levels, experts say.

While the average savings in retirement accounts increased markedly in recent years, the amounts varied significantly by income levels, says an expert.

Workers should consider the next market downturn as an opportunity to invest in stocks that are "on sale."

The Equifax hack has prompted the Trump administration to look at ways to establish a safer technology to replace the existing Social Security number.

The Equifax hack has prompted the Trump administration to look at ways to establish a safer technology to replace the existing Social Security number.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,