Retirement planning

Retiree confidence surged in early 2025, an EBRI survey found. But those positive feelings may not withstand current market conditions.

Over half of America's workforce lacks access to retirement plans like 401(k)s. A new bill aims to change that.

Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times.

From "super catch-ups" to the saver's match to "Rothification," 2025 looks to be a bumpy year for retirement nest eggs.

Advisors and investors alike have long deferred to the 4% rule when planning for retirement, but new research shows the popular strategy is not as robust as once thought.

American workers have an abundance of retirement accounts to choose from, but which are best? Even experts disagree on the ideal mix of retirement accounts.

Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn't a prerequisite for professional management.

Wage growth for job-hoppers is on the decline, but financial advisors say that might be a good thing for long-term retirement savings.

Call wait times are expected to worsen as staff cuts grow, but financial advisors say there are ways to help clients dealing with the frustrating situation.

Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.