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.

The top retirement plans possess a number of key attributes and employees need to know them.

Employers should outline to employees how HSAs can be a key financial planning tool for a more secure future.

The worry that many feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says an expert.

Employers should inform their workers about the benefits of increasing their 401(k) contributions and investing in health savings accounts, among other tips.

Retirement investors should ensure that their portfolios can withstand rising interest rates, inflation and recessions.

Guideline Investments charges flat rate that shields participants from AUM fees, touts transparency and payroll integration.

As nearly one in three workers consider putting off retirement, companies must plan for different generations working together efficiently.

Socking away all retirement savings in traditional 401(k) and IRA accounts may no longer be wise.

As nearly one in three workers consider putting off retirement, companies must plan for different generations working together efficiently.

Plan sponsors can help female employees save more for their post-work years by encouraging and facilitating 401(k) account consolidation.