Retirement planning

Retirees should weigh a number of factors, including the fact that the closing costs for reverse mortgages are higher than those for regular mortgages.

A holistic approach to regulations that impact defined benefit plans is the only way to ensure employees are secure in their post-work years, says the ERISA Industry Committee.

Retirees should weigh a number of factors, including the fact that the closing costs for reverse mortgages are higher than those for regular mortgages.

Ron Surz, president of Target Date Solutions, sounds off on the TDF index he created and the fiduciary obligations plan sponsors face in retirement plan fund selection.

IRA investors should consider implementing a charitable lead annuity trust when converting some of their funds into Roth to mitigate the tax bite.

When making retirement updates, plan sponsors should consider fees, features and fiduciaries.

IRA investors should consider implementing a charitable lead annuity trust when converting some of their funds into Roth to mitigate the tax bite.

Young savers from decades past focused more on company stocks compared to their counterparts of today.

Young savers from decades past focused more on company stocks compared to their counterparts of today.

A holistic approach to regulations that impact defined benefit plans is the only way to ensure employees are secure in their post-work years, says the ERISA Industry Committee.

The Trump administration is moving to further delay part of an Obama-era rule to require brokers who offer retirement advice to put their customers’ interests ahead of their own.

The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.

The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.

Employers should encourage expectant parents in their workforce to save for their future costs with a 529 plan or a Roth IRA.

Retirement investors may opt for whole life insurance, which offers tax-deferred growth on premiums, or a home, which they can sell with up to $250,000 (or $500,000 for couples) in capital gains tax exclusion.

Retirement investors may opt for whole life insurance, which offers tax-deferred growth on premiums, or a home, which they can sell with up to $250,000 (or $500,000 for couples) in capital gains tax exclusion.

Recent actions by the federal government are not helping Americans to improve their retirement prospects, says analyst.

Recent actions by the federal government are not helping Americans to improve their retirement prospects, says analyst.

Naming a young grandchild as beneficiary of a traditional IRA could be a wrong move, as the distributions will be subject to the "kiddie tax."

Naming a young grandchild as beneficiary of a traditional IRA could be a wrong move, as the distributions will be subject to the "kiddie tax."