401(k)

To avoid paying high fees, retirement savers should ensure that their plan administrator is a no-load fund company and avoid overpriced house funds.

Marketing and sales strategies are better received when firms provide information advisers are actually seeking.

Seniors who want to relocate in retirement to a different place from what their spouse prefers may opt to maintain two homes.

Here’s how receiving investments on a stepped-up cost basis can save a client’s inheritance.

While retirees can start taking 401(k) withdrawals without penalties when they turn 59 1/2, they may want to consider drawing from their taxable accounts for their living expenses.

One step for clients is to avoid investing the money that they will need within a five-year period.

Retirees are advised to adopt a less aggressive approach to investing and reduce their risk exposure.

The Senior Citizens League says that seniors on Social Security can expect an increase in cost of living adjustments not seen since 2012.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Charity Charge, Growfund partner to offer workplaces donor-advised funds, cashback credit cards.

A new line of mutual funds can help retirees manage their RMDs – which many fail to take – and avoid the hefty penalty.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Seniors who have remarried may still qualify for a Social Security divorced spousal benefit on their ex-spouse's record.

Couples would be better off retiring at the same time, as they face major life changes together. And leaving a career-driven spouse at home in retirement can throw a marriage out of whack.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.

These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.

President Trump's budget is expected to call for spending cuts on programs intended to help poor households, while keeping Medicare and other programs designed to assist older people.

Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.