401(k)

Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.

Retirees between the ages 59½ and 70½ should consider the Roth IRA conversion strategy, an expert says.

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable workers to build savings.

More than two-thirds of retirees are making this mistake because they don't have a sustainable withdrawal plan, according to a new study.

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.

Clients who intend to leave a legacy to their loved ones should consider using a Roth IRA.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forgo the least amount of money.

Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved?

The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.

Sebastian Dovey, Moderator, Conference Chair, Renée D. Brown, CMO, Retail Financial Services, TIAA, Steven Dorval, President, John Hancock Personal Financial Services LLC, Matt Fellowes, CEO, United Income, Roger Lee, CEO and Co-Founder, Human Interest

Lee Conrad, Moderator, Senior Editor, Financial Planning, Millie Arora, Political Scientist and Economist, ReD Associates, Nimish Shukla, CFA, Co-Founder and Head of Retirement Income Blueprint Income

Experts point out that the two generations have more similarities than some advisors may think — and both present major potential growth opportunities.

Retirement investors should ensure that their portfolios can withstand rising interest rates, inflation and recessions.

Socking away all retirement savings in traditional 401(k) and IRA accounts may no longer be wise.

Two in three plans offer a Roth savings feature, an option 401(k) participants should take advantage to reduce their tax liability.

Despite the bumpy ride for 401(k) plans in the first half of this year, some analysts say investors can expect a better scenario for the remainder of 2018.

More retirement investors are including cryptocurrency in their portfolio because it helps them achieve diversification.