401(k)

Clients who intend to leave a legacy to their loved ones should consider using a Roth IRA.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forgo the least amount of money.

Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved?

The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.

Sebastian Dovey, Moderator, Conference Chair, Renée D. Brown, CMO, Retail Financial Services, TIAA, Steven Dorval, President, John Hancock Personal Financial Services LLC, Matt Fellowes, CEO, United Income, Roger Lee, CEO and Co-Founder, Human Interest

Lee Conrad, Moderator, Senior Editor, Financial Planning, Millie Arora, Political Scientist and Economist, ReD Associates, Nimish Shukla, CFA, Co-Founder and Head of Retirement Income Blueprint Income

Experts point out that the two generations have more similarities than some advisors may think — and both present major potential growth opportunities.

Retirement investors should ensure that their portfolios can withstand rising interest rates, inflation and recessions.

Socking away all retirement savings in traditional 401(k) and IRA accounts may no longer be wise.

Two in three plans offer a Roth savings feature, an option 401(k) participants should take advantage to reduce their tax liability.

Despite the bumpy ride for 401(k) plans in the first half of this year, some analysts say investors can expect a better scenario for the remainder of 2018.

More retirement investors are including cryptocurrency in their portfolio because it helps them achieve diversification.

Retirees have median savings of $839,000, but many of them are unwilling to spend away their nest egg.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

Rising interest rates can be a boon for seniors seeking better returns from low-risk investments, but can hamper other clients with adjustable-rate mortgages.

Those who can't downsize can still rent out a portion of their property to help cover expenses.

One option for the higher earning spouse is to use an IRA as payment.

Municipal bonds can be a more lucrative option for some retirement savers than comparable, higher-yielding bonds.

The firms are seeking to tap into the growing demand for ethical investing.