401(k)

The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.

After the tech bubble and the 2008 financial crisis, the younger generation has little reason to trust the markets.

Despite impressive aggregate numbers, the median value of a 401(k) account for someone 65 and over is about $60,000.

The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.

Seniors might get the policy again if they decided to drop it, but the rules "aren’t really super specific about what should happen in this situation,” one expert says.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.

An average 50-year-old woman in New York should begin socking away 49% of her income to her retirement account to live comfortably in her golden years, according to UBS study.

If a family contributes approximately $6,000 per year to an HSA, compounded at 6% growth for 20 years, that's $234,000 at retirement, says expert.

The first step is to account for any obligations or costs, an expert says.