Retirement

SERPs take on an important role as shareholder-friendly executive compensation that incentivizes leadership to avoid ‘reckless behavior,’ says retirement consultant Gil Harvard.

Proceeds from selling their current home can be augmented with a "reverse mortgage for purchase," which doesn't have to be repaid until they sell, move out or pass away.

Proceeds from selling their current home can be augmented with a "reverse mortgage for purchase," which doesn't have to be repaid until they sell, move out or pass away.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

Fiduciaries have latitude to value investment features other than price, judge rules.

EBA's pick celebrates 25 years improving best practices, such as separating investment and operational plan functions.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

A partnership with Dave Ramsey’s Smart Dollar program helps the bank focus on financial wellness.

Though people who belong to both parties express optimism about their financial futures, the vast majority don’t think they have planned well for their end of work lives.

The “I-lost-it” excuse may actually work. This revenue procedure provides taxpayers with a new mechanism to facilitate a rollover, even if a technical failure to comply with the 60-day rule has occurred.