Retirement planning

The Obama administration wants to ensure its plans can withstand congressional opposition before the president leaves office, experts say.

When stocks tumble, retirement investors are advised to check market fundamentals to determine whether the drop is temporary or signals a broader decline; Plus, nine money apps to keep your clients' retirement planning on track.

In certain circumstances, a Roth IRA conversion can incur an immediate tax liability – but, fortunately, the decision to a conversion doesn't have to be all or none. A partial Roth conversion is not only permissible – in practice it's often the optimal strategy.

Retirement savers looking to recoup 401(k) assets left with a former employer whose contact information they do not have can use the National Registry of Unclaimed Retirement Benefits; Plus, do-it-yourself retirement planning for the self-employed.

In 2015, lower-paid plan participants contributed an average of 5.8% of their salary into their 401(k) plan, while higher-paid participants contributed an average of 6.9% of their salary to their workplace retirement plan.

One contributor takes exception with the idea that many Americans are in trouble with their savings; Plus, clients should ignore calls to 'sell everything!'

The investing strategy Warren Buffett recommends to his wife when he dies could lead to high stress for other investors during volatile markets since it calls for a high allocation to stocks.

Clients need to craft a plan to withdraw their savings and, if necessary, reassess their retirement goals; Plus, what if clients are offered a lump sum at work?

Despite increased transparency, many participants fail to take the time to understand what they are paying in fees; Plus, how much clients should have saved at every age.

Here's what mutual fund clients stand to lose when they tap their investments during a down market; Plus, how to get big company 401(k) benefits at small firms.