Retirement planning

Over the last four decades, the average income of retiree households significantly outpaced those still in the workforce.

The asset management and software giants plan to start the rollout of their 401(k) tool and app later this year.

Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.

Before saving for retirement, young investors are advised to pay down high-interest debts and build an emergency fund, an expert says.

Some plan to downsize to an inexpensive town nearby.

They may look good on paper, but such investments also come with thorny challenges.

If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

Clients have to increase their risk exposure to ensure they don’t outlive their savings.