Retirement income

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.

Employers looking to beef up retirement strategies must talk with lawmakers and adopt new strategies to create innovative ways to better prepare workers for post-work years.

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

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.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

Seniors need to be mindful of enrollment deadlines with Medicare.

As workers live longer, employers need to help them save for their post-work years.

Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable their workers to build their nest eggs,

Younger workers think cash is the best long-term investment. Unsurprisingly, they’re not seeing good returns.

Many are following the example of corporations by instituting defined contribution or hybrid plan options for new hires and by freezing their old plans.

AT&T, Boeing, Costco, IBM and JPMorgan Chase are among the country’s leading retirement plans based on plan-year-end net assets as of April 9, according to miEdge data.