401(k)

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

The answer is in the investment details. If your employer offers a match, contribute at least enough money to get it since matches amount to "free money."

Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.

Early withdrawals from employer-sponsored plans can derail retirement, but may be necessary.

Each pre-retiree couple is in a unique circumstance, and needs to account for their health and longevity, as well as their willingness and ability to work.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

Workers would have to pay taxes on their contributions to an employer's sponsored 401(k) plan under the Trump administration's tax proposal.

The Internal Revenue Service granted additional relief to victims of Hurricane Harvey on Wednesday by making it easier for 401(k)s and other employer-sponsored retirement plans to give loans and hardship distributions to aid victims.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

Retirees are likely to have fewer choices when they start shopping around for Medicare Advantage plans during the open-enrollment period that begins October 15.