401(k)

The rollover period has been extended to Aug. 31, allowing some clients to breath a sigh of relief.

Thanks to the CARES Act, retirees can pass on taking required minimum distributions but should they?

The average employer match was 4.3% of pay, according to a 2019 Vanguard report.

The Labor Department issued guidance Wednesday effectively allowing retirement plans to invest in buyout firms.

In the first-quarter’s coronavirus-driven market decline, 94% of sustainable indexes outperformed, BlackRock research shows.

Nearly 72% of Americans opted to stay the course and stick to their investment plan during the crisis, a survey found.

By making the right moves, retirees can reduce their taxable income and owe less in capital gains taxes, an expert says.

Those who feel they have inadequate savings may consider going back to work after the pandemic, even if it's on a part-time basis, according to an expert.

April brought the highest unemployment since the Great Depression. Some of these people are our clients.

How will the relief package impact retirement accounts? CPA Ed Slott fields this and other top financial planning queries.

“Concerns over the program's ability to pay promised benefits have been around for a long while, but they're heightened,” an expert says.

Despite the July 15 deadline extension as a result of the coronavirus, some taxpayers are advised to file early.

Under the new act, some can take out as much as $100,000 from retirement plans early without penalty.

The percentage of workers who say they are ready to retire has dropped by more than 5% in last month, a survey found.

Clients may consider rebalancing their portfolio more often to address asset allocation shifts as a result of the downturn.

Gauging any possible changes to their health insurance coverage is just one consideration they must address before they retire.

For starters, they can use the windfall to pay off debt, shore up their HSAs and build a cash reserve.

For one, clients will owe taxes still on the distributions, unless they recontribute the money into the account within three years.

“Traditionally, 401(k)s generally have some really good investment options that you wouldn’t be able to do on your own,” an expert says.

Market volatility brought on by the coronavirus pandemic may present a great time to invest, as many stocks are being sold at bargain prices.