Retirement withdrawals

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.

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

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

Although the cost of living adjustment increased 2% this year, half of retirees cannot expect a substantial increase in their benefits.

Two in three plans offer a Roth savings feature, an option 401(k) participants should take advantage to reduce their tax liability.

More retirement investors are including cryptocurrency in their portfolio because it helps them achieve diversification.

While many retirees have prepped well for whatever the economy and markets may bring, far too many others have not, an expert says.

A recent case illustrates that a buyer might be determined to be a successor employer even if the buyer does not have actual notice of the withdrawal liability.

Retirees have median savings of $839,000, but many of them are unwilling to spend away their nest egg.

Clients are advised to keep track of their financial information and have a trusted person who knows where to locate it.