Retirement income

Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.

Employees say they are likely to move to a new employer for perks such as flexible schedules, bonuses and paid leave.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.

Same-sex female couples are two to three times more likely to reach 100 than one or both members of a 45-year-old same-sex male couple.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Retirement balances are on the rise, while auto-enrollment is playing a major role in increasing employees’ retirement savings, Fidelity says.

The next step in the ongoing modernization of the retirement vehicle involves adopting plan features which encourage seamless savings portability and consolidation.

From a tax perspective, cashing out an old 401(k) plan can be a wrong move, as this option will trigger income taxes plus penalty

Retirement balances are on the rise, while auto-enrollment is playing a major role in increasing employees’ retirement savings, Fidelity says.

Recent studies suggest that although many Americans have boosted their retirement savings, many people remain worried about their future prospects