401(k)

Lawmakers are poised to merge two bills that would make it easier for workers to save for retirement.

Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.

The S&P 500 bottomed in March 2009, but clients have since seen a huge boost in their retirement savings.

With longer life expectancies leading to increased health care spending later in life, experts are second-guessing the 10% savings rule.

“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.