Retirement planning

By keeping an eye on the future and potential new tax developments, tax advisors can offer their clients a sense of stability and proactive tax planning.

The classic guideline emerged in the '90s as a simple template for retirement spending. But in an age of plummeting stocks and soaring inflation, can it still work?

Normally, it pays to collect benefits later. But for one retiree with a dire diagnosis, that may not be an option.

Thanks to new adjustments from the IRS, Americans can put significantly more savings in their 401(k)s next year. But will they?

Revealing how much you've really saved — or haven't — can be uncomfortable. Fortunately, experts have some tips on how to do it.

A soon-to-retire woman wants to travel in her golden years but needs an aide to look after her mother. Will Medicare chip in?

Some older Americans worry that if they return to work, they'll get less money from Social Security. In fact, the opposite is true — but advisors need to get the word out.

Amid fears that inflation will eat away at their savings, a growing number of older workers are putting their retirement plans on hold, a new study found.

In its first few months, the pandemic caused more job losses than the Great Recession. But unlike that crisis, COVID didn't stop employees from saving.

While Roth IRAs are well known, the variant in an employer-sponsored retirement plan is underutilized.

A recent study has found that the number of people who overestimate how savvy they are has grown.

Financial advisors and other experts offer their tips for preparing a nest egg, whether retirement is months, years or decades away.

TDFs have successfully nudged more Americans into the stock market, Allison Schrager writes, but they also have a major weakness that inflation is bringing to light.

Total annuity sales in the second quarter reached $77.5 billion, by some measures the highest ever recorded.

A spousal IRA offers a way to stay on track for a healthy retirement. Yet many people don’t know it exists.

Everyone hopes to retire in good health, but a new study shows just a small minority of people do so. It pays to plan ahead.

According to a new study, boomers are likely to deplete their savings much faster than previous generations — but advisors can still help.

A new study says millennials should only expect 80% of their projected benefits, but there are ways to make up for the shortfall.