Retirement

Annuities can be qualified or non-qualified and are subject to different tax treatments. There are also estate tax consequences as well as tax penalties to consider.

Selecting the right 401(k) plan administrator is not a ‘no brainer,’ and advisers can add real value by helping clients make the best choice.

If retirees intend to rely heavily on Social Security for income, they should consider adjusting the timing of their bills to the date that they will receive their benefits.

The WealthSpark platform helps employees save with personalized investment tools.

The temporary ban will remain in place until the SEC posts its final fiduciary rules.

Mutual fund costs have fallen to 48 basis points in 2016 from 77 basis points in 2000 for plan participants, according to data from Investment Company Institute.

Agents will not pursue any actions against investment advice fiduciaries who are working diligently and in good faith to comply with impartial conduct standards.

Rents have increased an average of 3% annually over the 14-year time period of the study, while incomes have declined .1% annually.

A study by Merrill Lynch and Age Wave has found that 42% of women are concerned that they will outlive their nest egg when they reach the age of 80.

The WealthSpark platform helps employees save with personalized investment tools.

Workers look to employers to develop programs that will help them reach financial success, according to a new Prudential study.

Plan sponsors may be paying too much attention to the post-work planning requirements of younger workers, finds Franklin Templeton survey.

Employers and plan sponsors must define what “financial wellness” really means to their workers.

Whether the husband takes reduced benefits has no impact on the spousal rate, although it could effect potential widow's benefits, according to a Social Security expert.

Led by its venture capital arm, the cable giant launched Brightside, which is now available to other employers.

Employers and plan sponsors must define what “financial wellness” really means to their workers.

Retirees should delegate the management of their finances to their children before they reach advance years and their health starts to decline.

Employers need to know that it’s critical to help workers master basic money principles to make smarter spending decisions.

Medicare premiums will increase for high-income retirees because of the change in the income brackets that will serve as basis for determining these premiums for their Part B and Part D coverage.

With the rescue attempt's failure, all eyes now turn to the SEC which is considering its own proposal for raising financial advisor standards of conduct.