Retirement income

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

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

The Great Recession spurred many Americans to take loans from their retirement accounts. Now that unemployment is at an all-time low, the next question is how to finance their post-work years.

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.

Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.

Divorced women are more financially prepared for retirement than their single, never-married counterparts because they are more likely to secure their marital home after the separation.

Older workers face some daunting decisions about Medicare, Social Security and retirement plans such as health savings accounts and 401(k)s. But these three strategies can help.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

More than one third of the respondents (37%) save for emergency purposes, while 30% save to secure their retirement. See the reason that tops the list.

Unlike a traditional defined benefit plan, these retirement vehicles place more of the volatility on the shoulders of the account holders.

Congress is considering seven bills, which if passed, would help Americans improve their retirement prospects.

82% of surviving spouses could have collected a higher benefit if they did things differently with their filing, according to a new report.

Six funds are actively managed, which may surprise plan administrators who think that index funds are the only way to invest.

States with unfunded public employee retirement obligations will have to rely on real estate property as their ultimate collateral to deal with the risk.

The right health insurance is all that’s needed to use this triple-tax advantaged savings account.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.

Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.

Employers and employees both say programs are necessary to help manage debt and prepare for retirement, but participation still lags.

Many workers are not financially stable and not prepared for retirement, according to the International Foundation of Employee Benefit Plans, resulting in an increase in onsite financial programs.