401(k)

It’s the Roth’s 20th birthday. Where is everyone?

High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

Health savings accounts can add substantial value to client relationships, advisors are told at the Schwab Impact conference.

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.

A health savings account can be used to cover medical bills and can also be a great savings vehicle for retirement.

The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.

Far too many financial advisors overlook home equity as part of a retirement income plan.

While contribution limits are expected to remain untouched, the country is still facing a retirement crisis, one expert says.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.

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.

The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.

After the tech bubble and the 2008 financial crisis, the younger generation has little reason to trust the markets.

Despite impressive aggregate numbers, the median value of a 401(k) account for someone 65 and over is about $60,000.

The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.

Seniors might get the policy again if they decided to drop it, but the rules "aren’t really super specific about what should happen in this situation,” one expert says.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.