Retirement planning

Workers would have to pay taxes on their contributions to an employer's sponsored 401(k) plan under the Trump administration's tax proposal.

Retirement plan advocates are urging the federal government to allow Hurricane Harvey victims to withdraw from their 401(k), IRA and other retirement accounts without facing any penalty.

The DoL rule has contributed to both the overall drop and a market shift, say LIMRA experts.

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.

As prospects for the best interest contract exemption fade, the Labor Department is pursuing a "streamlined" exemption for conflict-free mutual fund shares.

Clients should consider postponing their retirement, especially if they work for the federal government.

The Internal Revenue Service granted additional relief to victims of Hurricane Harvey on Wednesday by making it easier for 401(k)s and other employer-sponsored retirement plans to give loans and hardship distributions to aid victims.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

Retirees are likely to have fewer choices when they start shopping around for Medicare Advantage plans during the open-enrollment period that begins October 15.

Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

The most difficult challenge for a new firm? For some, it’s not location or even hiring.

Clients should consider a dependable second-hand car instead of a new one, and then redirect the money saved into a retirement account.

Certain laws may require them to maintain the coverage with their former spouse.

What clients don’t know could cost them hundreds of thousands of dollars.

The products protect clients against losses, but significant caveats emerge in the fine print.

Can three foreign market index funds outperform a single total non-U.S. market index fund?

Pre-retirees should have Medicare or health insurance in place to cover their medical costs, along with a well-maintained investment portfolio.

Advisors are just one tool in the box.