Investments

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

Those who leave the workforce should remain invested in stocks even if they have to scale back their exposure to this investment type, experts say.

Retirees should ensure that they take their first required minimum distribution from their tax-deferred retirement account in the year they reach 70 1/2 or face a 50% penalty.

Indeed they are. Not only are they less healthy, they are more likely to worry about not having enough funds for housing, utilities and other necessities.

The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.

Offering low-cost investment options on plans can help employees mitigate longevity risk and provide options for workers with distinct savings goals or priorities.

Offering low-cost investment options on plans can help employees mitigate longevity risk and provide options for workers with distinct savings goals or priorities.

Far too many financial advisors overlook home equity as part of a retirement income plan.

The Roth 401(k) is more flexible than a Roth IRA, and it is funded with after-tax dollars, which can help "diffuse the potential tax bomb."

The Roth 401(k) is more flexible than a Roth IRA, and it is funded with after-tax dollars, which can help "diffuse the potential tax bomb."