401(k)

Relief comes as a result of the short notice firms were originally given to comply with the Secure Act, the agency says.

The move is part of a larger strategy to bring account minimums down for clients who either can't or don't want to buy entire shares of high-priced stocks.

After developing a plan to cover their bills and emergency expenses, clients in a new marriage are advised to start working on their long-term goals.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

Nearly 48% of younger Americans feel they are not saving enough to secure their lifestyles after leaving the workforce, a report finds.

To reduce the risk of retiring early, seniors are advised to take on a part-time job or downsize to reduce expenses.

While there are strategies to help reduce risk, clients should recognize the order of investment returns is crucially important, an expert writes.

Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.

Retirees may benefit from moving money to various locations that offer better savings rates and returns.

Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.

A recent study found American workers would face better retirement prospects if the federal government adopts certain public policy changes.

“The advice I give is to calculate the financial impact for each option,” an expert says.

Along with other decisions, dating the amount of money they need to withdraw would help them in retirement planning and spending.

This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.

Seniors can claim tax deductions for payments made on their homes, allowing them to reduce their tax burden when they retire.

It is important for entrepreneurs to have an exit strategy and to take control of their debt.

Ill-prepared investors are advised to vigorously plan their expenses and aggressively save in their 401(k)s and IRAs.

More clients are opting to work after they retire "to stay active and contribute professionally while also supplementing their income.”

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

Knowledgeably navigating 401(k) and IRA movements can have a massive impact on tax burdens — and the client relationship.