Retirement scan

People are expected to have a longer life span, and this could pose a challenge in that it will require bigger nest eggs for retirement.

Elderly workers should make sure they have enough fixed-income in their retirement portfolios to spin off cash to cover the gap between income and expenses until the market recovers.

Instead of amassing $1 million in savings, clients should consider asking themselves if they are prepared financially for several decades of retirement.

Many retirees kept their financial assets for at least 20 years after retiring, according to a study by the Employee Benefit Research Institute.

A Roth IRA is an excellent savings vehicle for older people as it is for younger clients.

Employees have to change their retirement goals and strategies over the years, starting off heavily in stock allocation while in their 30s.

Employees who think they have lost their retirement assets are advised to seek help from the DOL or nonprofit pension counseling centers funded by HHS.

Even if an employee does not use the triple-tax-advantage of these accounts, the benefits are still valuable.

Employees should account for the tax ramifications before making such a decision.

Seniors who are retired or approaching retirement are advised to weigh their options carefully before deciding on how much income to draw from their portfolio

An employee's long life could be the death of their retirement savings.

A Roth IRA is a good savings vehicle for workers who expect to move to a higher tax bracket in retirement.

There can be substantial penalties for those who are late to sign up, but when exactly is that deadline?

Contributing $300 a month to a 401(k) over 40 years with an average 7% return will result in more than $700,000. So the benefits are there, but do your employees know the details?

People looking to retire but wanting to keep a part-time gig will benefit from a new law that gives a 20% deduction for “pass-through entities.”

Employees should look into filing for Social Security as soon as they retire to generate extra income and allow their spouse to delay and grow their retirement benefit.

Many employees may not be able to have a comfortable life in their golden years because they carry a hefty credit card debt into retirement

A study has found that while millennial employees are saving for retirement, they are making mistakes that can be easily corrected.

Employees are likely to miss their retirement targets if they are helping their children and loved ones more than what they can afford.

Workers aged 35 have to set aside 11.69% of their pay to keep up with those in their 20s socking away only 6% of their salary.