401(k)

They can do research by visiting funeral homes to get a better understanding of cost and burial details.

Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.

Many older workers don’t know they are allowed to take penalty-free withdrawals from their 401(k), 403(b) and 457 plans.

An average couple aged 65 who are about to retire this year will need $285,000 to cover healthcare expenses.

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.

With income taxes attached to hardship withdrawals, they are often advised to carefully weigh other options.

Lawmakers are poised to merge two bills that would make it easier for workers to save for retirement.

Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.

The S&P 500 bottomed in March 2009, but clients have since seen a huge boost in their retirement savings.

With longer life expectancies leading to increased health care spending later in life, experts are second-guessing the 10% savings rule.

“People didn’t want to use up their estate tax exemption,” but that has changed as a result of the new law, an expert says.

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.

Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.

Promising its tech will provide more features than any target date fund, the investment research giant makes a play for the advisor-managed account market.

The earlier they begin planning, the easier it'll be to avoid a big tax hit.

Unfortunately, physical and cognitive decline are among potential side-effects.

A proposal to increase payroll taxes is facing opposition from some lawmakers who believe millennial workers cannot afford to bear the brunt of higher payroll taxes.

The custodian expects the business to grow quicker in different hands, according to an internal memo.

Tapping into these plans is one method used to prevent bankruptcy.

Clients are increasingly favoring accounts suited for emergency spending, research shows.