401(k)

“The advice I give is to calculate the financial impact for each option,” an expert says.

Seniors choosing between traditional and Roth IRAs must account for their current and future tax rates.

The Social Security retirement rate is based on their highest 35 years of wage-indexed earnings.

The spike in the number of older employees in the workplace reflects a trend over the past decade.

Pre-retirees may consider funding a Roth account to take advantage of tax-free compounding and tax-exempt withdrawals in retirement, an expert writes.

The sweeping retirement legislation, called the Secure Act, is gaining plenty of headlines. One revision is being overlooked.

OneDigital’s acquisition of Resources Investment Advisors shows a convergence between two major spaces within financial services.

Taking advantage of catch-up contributions is one of several methods that can help them get back on track.

The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.

They are advised to consider making amendments if they want to take advantage of temporary tax provisions that Congress extended retroactively in December.

Retirees can reverse their claiming decision, but not without considering one important caveat.

Seniors may consider working longer or relocating somewhere where their benefits are not subject to state taxes.

While it’s recommended they have at least three sources when they retire, just 6.8% of savers have done so, according to a report.

While retirement readiness among Americans has improved in general, Gen Xers are struggling with housing, college and medical costs, a survey finds.

Relief comes as a result of the short notice firms were originally given to comply with the Secure Act, the agency says.

The move is part of a larger strategy to bring account minimums down for clients who either can't or don't want to buy entire shares of high-priced stocks.

After developing a plan to cover their bills and emergency expenses, clients in a new marriage are advised to start working on their long-term goals.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

Nearly 48% of younger Americans feel they are not saving enough to secure their lifestyles after leaving the workforce, a report finds.

To reduce the risk of retiring early, seniors are advised to take on a part-time job or downsize to reduce expenses.