Retirement income

Employees who intend to leave a legacy to their loved ones should consider using a Roth IRA.

House Ways and Means Chairman Kevin Brady said he plans on releasing an outline of “Tax Reform 2.0” legislation next week to his committee members.

As American live longer, planning for their post-work years require greater care and urgency.

Plan sponsors should inquire about their adviser’s compensation, professional credentials and educational background, says retirement expert Robert Lawton.

Health savings account participants are more engaged in their healthcare decisions but still see HSAs as ways for reducing medical expense.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

The firm’s new product, Fidelity Personalized Planning & Advice, gives plan sponsors another way to help employees save more for retirement.

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forego the least amount of money.

A cost-efficient target date series? Availability of investment advice? Employers, make sure your retirement plan possesses these key attributes.

Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved.