Retirement planning

ESG investing is one way to motivate young clients and boost their contributions.

Retirees are vulnerable to financial exploitation as the government has no formal systems for complaints and interventions.

The new retirement system will allow for 401(k)-type savings and provide financial education services to help military personnel make better investing decisions.

There is no guarantee that TDFs generate the needed returns, and these funds may have hidden multiple fees, an expert explains.

A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.

They can direct the payments to fund life insurance that they can use for estate taxes, charitable gifts and leave as a legacy for their loved ones.

Top eMoney executives said investments it has made to comply with the Labor Department’s fiduciary regulation will likely stick regardless of its fate.

Clients can claim airfare, lodging fees and half the cost of their meals as long as they can prove the trip is for work.

Couples may choose a survivorship option when collecting pension benefits, although this could result in a lower monthly payment.

A new campaign, which highlights the toll investors may face from conflicted retirement advice, is designed to win grass-roots and government support for the regulation.

401(k) participants can create a pension-like source of retirement income by using a portion of their assets to buy a longevity income annuity.

Increased longevity will challenge the performance and use of products, said Sri Reddy, head of full service investments at Prudential Retirement.

With more Americans living past the age of 70, experts say they should not be forced to make unnecessary taxable withdrawals.

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.

Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.

While many retirement plan providers have recently introduced mobile apps, their capabilities are often limited.

It's possible to use these distributions to preserve clients' savings well past their anticipated lifespan.