401(k)

Medicare savings programs, discounts on prescription drugs and rental assistance are a few ways retirees can lighten their load.

Vesting schedules applies to the type of money, not on the exact amount that was deposited, according to an expert.

Helping clients develop a solid investment strategy is an important step to help them survive market volatility.

Fund industry Darwinism should be seen as healthy and natural in a thriving — albeit brutal — market, an expert says.

Early and consistent saving may not be enough to safely leave the labor force for good.

With pensions gradually disappearing, more retirees will have to rely on 401(k)s.

The decisions made before they retire are integral to their success, according to an expert.

Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.

In some cases, clients are advised to pay off their debt instead of putting money aside to retire.

Younger clients are more savvy consumers who know how to minimize their expenses and are less inclined to spend on material goods, an expert says.

Major repairs are needed to ensure Social Security’s long-term stability, according to an expert.

Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”

The full balance won't belong to them until they are fully vested in their plans — especially if they're receiving an employer match.

The products provide advantages that “help women build savings faster: tax deferral and generally higher rates than CDs or Treasurys,” an expert says.

The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.

Researchers blame the immaturity of the system and poor choices made by those planning to retire.

Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.

Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.

Retirees who have no need for the RMD can fund their grandchildren's college costs, a CFP writes.

Although the elderly often lose the most from scams, younger clients are more likely to fall victim, according to a report.