Roth IRAs

Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

82% of surviving spouses could have collected a higher benefit if they did things differently with their filing, according to a new report.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

Employees who intend to leave a legacy to their loved ones should consider using a Roth IRA.

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.

When planning for retirement, it is important for workers to think in terms of their source of income in retirement, but which retirement vehicle offers the best perk?