401(k)

S&P 500 company pension plans' funding levels increased a mere 1% despite the $40 billion in contributions that these firms made to their plans.

Retirees can suspend and resume their Social Security retirement benefits any time after their full retirement age even if they started collecting the benefit before reaching their FRA.

A Roth IRA would come ahead of a traditional IRA if clients move to a higher tax bracket in retirement.

The stock market has been on a tear, writes a financial analyst, which helps explain the rising optimism.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

Investors can expect a tax bill from their traditional IRA or Roth IRA if they hold non-traditional assets, such as limited partnerships, operating businesses and real estate, in these accounts.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.

These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.

One important somber step for 40-something clients is to consider what happens to their assets when they die.

One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

Advisers might want to steer their practices away from doctors and toward millennials.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.

The proposed new Roth health savings account is designed to help people cover health insurance premiums and out-of-pocket medical costs.

Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.

Blooom CEO Chris Costello says the firm will not develop a white labeled version of its offering, as other robos have done with their platforms.

With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.

Clients who have lost track of old 401(k) accounts may get help from the National Registry of Unclaimed Retirement Benefits, a subsidiary of a firm that processes retirement checks.

A new comment period would give the administration time to prepare for legal challenges anticipated after it puts a delay into place, one expert says.