401(k)

“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.

The major employer-plan group had previously been affiliated with the predecessor of Global Retirement Partners.

New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs.

Advisors who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.

Clients who owe the IRS should pay their taxes by April 15 even if they have already secured an extension.

If spending $5 a day on fancy coffee puts your retirement at risk, you’ve got bigger problems.

Only about 20% of Americans know the amount of contributions they can make to their 401(k) plan, according to a new study from TD Ameritrade.

There are a lot of options — and potential missteps.

Heavily weighting any single stock has the potential to make a portfolio more volatile.

Seniors will face a 20% penalty on top of income taxes if they withdraw funds from a health savings account for non-medical expenses before the age of 65.

The worst thing you can do during a stock market crash is panic and sell your stocks near the market bottom.