401(k)

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.

With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.

Clients who have lost track of old 401(k) accounts may get help from the National Registry of Unclaimed Retirement Benefits, a subsidiary of a firm that processes retirement checks.

A new comment period would give the administration time to prepare for legal challenges anticipated after it puts a delay into place, one expert says.

One way for clients to avoid or minimize their capital gains tax is to hold investments in tax-advantaged retirement accounts, such as IRAs and 401(k) plans.

Firms must ensure that best interest practices are part and parcel of every investment deal.

401(k) plans in small companies are a "blue ocean opportunity" for advisers.

Early withdrawals from retirement investments can trigger a hefty penalty.

Many workers think hey are not allowed to contribute to a 401(k), a traditional IRA and a Roth IRA in the same year, which is untrue.

Retirees on Social Security can expect the government to garnish a portion of their benefits if they fail to make student loan payments.

Clients should consider moving to a state that does not tax ordinary income, Social Security benefits or pension payouts.

First-time home buyers can withdraw as much as $10,000 from a Roth account without paying taxes and penalties if the account is at least five years old.

The move to reintroduce legislation that seeks to adjust the cap on Social Security wages and to raise the payroll tax is a step in the right direction in fixing the program's solvency woes, says expert.

Moving investments into these accounts may optimize returns and boost savings. Plus, know your IRAs and the impact of Trump's proposals on income brackets.