Roth 401(k)

Make sure clients understand that a 401(k) rollover could trigger a hefty tax bill, and that liquidating assets before the age of 59 1/2 could mean a hefty penalty.

Employees will have more money in retirement if they contribute to the right savings account.

Tapping a 401(k) isn’t good idea, so it would need to be the lesser of two or more evils. And they “would have to be pretty evil evils," says an expert.

Millennials change jobs more than older generations, but thinking about the future is not a huge priority.

Millennials change jobs more than older generations, but thinking about the future is not a huge priority.

The new Republican bill slated to replace the Affordable Care Act could result in a significant increase in health insurance premiums for older workers.

The new Republican bill slated to replace the Affordable Care Act could result in a significant increase in health insurance premiums for older workers.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.