401(k)

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.

Most Americans are saving too conservatively to generate the income they'll need in retirement even after accounting for Social Security.

Americans aged 50 and older would pay bigger health insurance premiums under the new health care bill that cleared the House of Representatives.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.

Retirees saw a small increase in expendable income once they started collecting Social Security, according to a new study.

Clients should not necessarily consider a 401(k) the first stop for retirement savings.

Young firm lays off 10; president who lead business-to-business effort resigns.

To build a strong portfolio, investors should consider blue-chip stocks that pay high dividends.

When investing in a Roth IRA, retirement savers should rebalance their portfolio by replacing high-performing holdings with more value-priced investments.

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.

Long-term care brings hefty costs not fully covered by Medicare, so clients should consider living-benefits products, asset-based long-term care coverage or an annuity.