Retirement planning

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.

Young clients are focused on short-term needs rather than building an entire plan toward a retirement date.

Most funds will have until December to comply with the SEC’s new rules, while complexes with more than $1 billion in net assets have until 2019.

Young investors highly value advice but are not receiving enough of it, according to Corporate Insight.

Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.

Education around these rules can prevent an increase in their tax bills.

As executives accept Trump's fiduciary rule delay, many have shifted their focus to compliance with the SEC's new reporting modernization regulation.

Retirees who turned 70 1/2 in 2016 have until April 1 to take required minimum distributions from their tax-deferred retirement accounts.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

Getting married could boost couples' retirement prospects as it opens more retirement savings options, such as a spousal IRA.

Investors can expect a tax bill from their traditional IRA or Roth IRA if they hold non-traditional assets, such as limited partnerships, operating businesses and real estate, in these accounts.

Investors have already made bets on how President Trump's deregulation efforts will fare.