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Their use has jumped 1,035% with assets topping more than $1 trillion.
November 27 -
In September, the inflation rate was 2.23%, slightly higher than the proposed Social Security increase. So realistically, recipients "will not be better off at all."
November 24 -
"Sun and sand are great," says one analyst, but they're not the only considerations. They certainly didn't help boost the top city in this survey.
November 21 - FP magazine
It’s the Roth’s 20th birthday. Where is everyone?
November 20 -
High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.
November 17 -
Retirement location "matters just as much to your tax bill as what you have,” an expert says.
November 17 -
Health savings accounts can add substantial value to client relationships, advisors are told at the Schwab Impact conference.
November 16 -
Employees aged 50 and above would no longer be able to make catch-up contributions on a pretax basis to their retirement plans under the Senate version of the GOP tax proposal.
November 14 -
A health savings account can be used to cover medical bills and can also be a great savings vehicle for retirement.
November 13 -
The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.
November 13 -
Far too many financial advisors overlook home equity as part of a retirement income plan.
November 9 -
While contribution limits are expected to remain untouched, the country is still facing a retirement crisis, one expert says.
November 3 -
Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.
November 1 -
Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.
October 31 -
There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.
October 31 -
Experts say 18-to-36-year-olds should take advantage of workplace 401(k) and Roth IRA tax benefits now and shop around for the best savings rates later.
October 30 -
The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.
October 30 -
After the tech bubble and the 2008 financial crisis, the younger generation has little reason to trust the markets.
October 30 -
Despite impressive aggregate numbers, the median value of a 401(k) account for someone 65 and over is about $60,000.
October 24 -
The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.
October 24

















