401(k)

Contributions to 401(k)s and IRAs now can reduce your 2022 taxes soon due this filing season. Here's what advisors, many of whom can themselves benefit, need to know.

New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.

A video producer in New York has a new job and a new retirement plan. Can, and should, he consolidate his savings?

Lawyers and compliance experts say advisors and brokers should still put clients' interests first when considering taking money out of a 401(k).

Women enroll in their workplace retirement plans more than men, and typically contribute more of their income. Why are they still falling behind?

A proposed amendment to the Investment Advisers Act would require planners to vet third-party custodians before entrusting them with clients' cryptocurrency, real estate or other alternative investments.

With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.

Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.

Small businesses across the country are expanding their workers' retirement plans, and they want help from professionals.

As more workers find themselves in a desperate financial mindset, employers should take the time to educate them on all the ways there are to save.

Additionally, one in three adults with long-term nest eggs pulled out money for daily living costs, a U.S. News & World Report survey found

Government watchdogs propose more oversight amid collapse of crypto and falling markets.

The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.

While the new law makes some small fixes, it does little to help the 60 million Americans without retirement plans.

After months of delay, Congress has passed its landmark retirement legislation. Here's what advisors should know about it.

There are some signs of relief that may set up savers for higher future returns, particularly in the bond market.

An academic paper challenges the entrenched message that America faces a retirement crisis.

Advisors can help clients create significant amounts of tax-advantaged retirement wealth and deliver a tangible value-add in the process.

Planners warn that clients still need financial education to understand the ins-and-outs of new plans.

Popular brokerage is letting investors put retirement money into traditional and Roth IRAs.