401(k)

Marketing and sales strategies are better received when firms provide information advisers are actually seeking.

Seniors who want to relocate in retirement to a different place from what their spouse prefers may opt to maintain two homes.

Here’s how receiving investments on a stepped-up cost basis can save a client’s inheritance.

While retirees can start taking 401(k) withdrawals without penalties when they turn 59 1/2, they may want to consider drawing from their taxable accounts for their living expenses.

One step for clients is to avoid investing the money that they will need within a five-year period.

Retirees are advised to adopt a less aggressive approach to investing and reduce their risk exposure.

The Senior Citizens League says that seniors on Social Security can expect an increase in cost of living adjustments not seen since 2012.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Charity Charge, Growfund partner to offer workplaces donor-advised funds, cashback credit cards.

A new line of mutual funds can help retirees manage their RMDs – which many fail to take – and avoid the hefty penalty.