401(k)

Most Americans are saving too conservatively to generate the income they'll need in retirement even after accounting for Social Security.

Americans aged 50 and older would pay bigger health insurance premiums under the new health care bill that cleared the House of Representatives.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.

Retirees saw a small increase in expendable income once they started collecting Social Security, according to a new study.

Clients should not necessarily consider a 401(k) the first stop for retirement savings.

Young firm lays off 10; president who lead business-to-business effort resigns.

To build a strong portfolio, investors should consider blue-chip stocks that pay high dividends.

When investing in a Roth IRA, retirement savers should rebalance their portfolio by replacing high-performing holdings with more value-priced investments.

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.

Long-term care brings hefty costs not fully covered by Medicare, so clients should consider living-benefits products, asset-based long-term care coverage or an annuity.

Delayed retirement credits only accrue to age 70, but there still may be tax issues to consider.

ESG investing is one way to motivate young clients and boost their contributions.

Retirees are vulnerable to financial exploitation as the government has no formal systems for complaints and interventions.

The new retirement system will allow for 401(k)-type savings and provide financial education services to help military personnel make better investing decisions.

A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.

Among workers age 60 and older, 50% intend to wait to retire, or have no plans to retire at all,

Couples may choose a survivorship option when collecting pension benefits, although this could result in a lower monthly payment.

Workers who withdraw from their 401(k) plan lose about 25% in compounded growth.

401(k) participants can create a pension-like source of retirement income by using a portion of their assets to buy a longevity income annuity.

Increased longevity will challenge the performance and use of products, said Sri Reddy, head of full service investments at Prudential Retirement.