Retirement

Retirees may want to roll over a portion of their traditional IRA into a Roth IRA or use their IRA funds to buy a qualified longevity annuity contract.

Retirees may want to roll over a portion of their traditional IRA into a Roth IRA or use their IRA funds to buy a qualified longevity annuity contract.

Unlike pension plans which rely on market returns to fund their payouts, Social Security puts its investments in U.S. Treasury debt, which yields only 1% in annual return.

Know the true objective behind your savings by focusing on measurement, says the Principal’s Aaron Friedman.

Unlike pension plans which rely on market returns to fund their payouts, Social Security puts its investments in U.S. Treasury debt, which yields only 1% in annual return.

Retirement advice should no longer be one-size-fits-all, panelists say at EBA's Workplace Benefits Summit.

Retirement advice should no longer be one-size-fits-all, panelists say at EBN’s Benefits Forum and Expo.

Having benefits available to employees that fall under ERISA lays the groundwork for rolling out new, employee-focused initiatives, says financial pro Melissa Horton.

These savings programs can be effective and compelling for highly skilled professionals, says consultant Ken Hume.

Major home and car repairs are among the unexpected expenses that catch many retirees financially off-guard.