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Two in three plans offer a Roth savings feature, an option 401(k) participants should take advantage to reduce their tax liability.
July 6 -
Despite the bumpy ride for 401(k) plans in the first half of this year, some analysts say investors can expect a better scenario for the remainder of 2018.
July 5 -
Debt among 65-year-olds has increased by 48% between 2003 and 2015, according to research by the Federal Reserve Bank of New York.
July 3 -
More retirement investors are including cryptocurrency in their portfolio because it helps them achieve diversification.
July 2 -
While many retirees have prepped well for whatever the economy and markets may bring, far too many others have not, an expert says.
June 29 -
Retirees have median savings of $839,000, but many of them are unwilling to spend away their nest egg.
June 28 -
Clients are advised to keep track of their financial information and have a trusted person who knows where to locate it.
June 27 -
One of the misconceptions is that payroll taxes should be raised and benefits should be cut considerably to save the program.
June 26 -
Rising interest rates can be a boon for seniors seeking better returns from low-risk investments, but can hamper other clients with adjustable-rate mortgages.
June 25 -
Those who can't downsize can still rent out a portion of their property to help cover expenses.
June 22