401(k)

The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.

Plan design features like automatic enrollment and automatic increases are having a positive impact. Such steps are designed to increase participation even from people who may be suffering from inertia, says a researcher.

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.

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.

Despite the increase, the figure still represents a small percentage of the 16.1 million accounts that the company manages.

Rich professionals have found a new way to bypass income limits created by Congress.

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

Always check and update the beneficiary forms.

The independent robo is now offering advisors paperless account rollovers for clients that can be completed in a minute.

A big difference in fees may not be enough to offset taxes on capital gains.

Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.

Retirees between the ages 59½ and 70½ should consider the Roth IRA conversion strategy, an expert says.

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

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

Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable workers to build savings.

More than two-thirds of retirees are making this mistake because they don't have a sustainable withdrawal plan, according to a new study.

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.