401(k)

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.

These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.

One important somber step for 40-something clients is to consider what happens to their assets when they die.

One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

Advisers might want to steer their practices away from doctors and toward millennials.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.

The proposed new Roth health savings account is designed to help people cover health insurance premiums and out-of-pocket medical costs.

Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.

Blooom CEO Chris Costello says the firm will not develop a white labeled version of its offering, as other robos have done with their platforms.