Retirement planning

Majority of workers surveyed plan to put off retirement until after 65, and then find retirement work.

Advisors seeking to help older Americans prepare for retirement should remember to keep one tip in mind: avoid using the word “retirement.”

Majority of workers surveyed plan to put off retirement until after 65, and then find retirement work.

Successful advisors have more efficient practices, they keep up to speed on products and trends, are better positioned to withstand uncertain markets, and they are better prepared to handle specific economic challenges like low interest rates, according to Cara Farchione, manager of retirement solutions for Raymond James.

In the first quarter of this year, more than 297,000 employees started or increased their 401(k) savings versus 291,000 in the first quarter of 2011.

This week, IRA expert Ed Slott answers readers’ questions about consolidating IRAs and the tax implications of 401(k) withdrawals.

Charles Schwab's Retirement Plan Services unit in January made waves by going passive.

Indexed annuities were one bright spot in the market, hitting $8.1 billion in sales, up 14% from the year-ago period.

The new Retirement Income Navigator is a three-step process designed to help investors withdraw money from retirement accounts in a more tax-efficient way.

On May 17, 2012, Denver-based UAT Inc., a financial services technology firm specializing in the externally managed and sub-advised industry, has hired Ken Paieski as a partner.

On May 14, 2012, Jefferson National added a handful of alternative mutual funds to its VA lineup.

There are a growing number of advisor-focused "value-added programs" that fund firms are using to lure top producing and other advisors to sell their wares to investors.

For Mother’s Day, millions of American women could use the gift of solid retirement planning. But before offering investment advice, wealth managers need to know the challenges women face. Here are 10 of the biggest.

This week, IRA expert Ed Slott answers investors’ questions about the five-year rules for Roth IRAs.

The Hartford is expanding its defined contribution platform with a trio of new managers and a slew of funds for retirement plan sponsors and participants.

The Hartford is expanding its defined contribution platform with a trio of new managers and a slew of funds for retirement plan sponsors and participants.

The tragic apparent suicide of former NFL superstar Junior Seau serves as a reminder to advisors that many of their clients will need more than just investment advice and guidance after they’ve retired.

But despite their understandable fear that rising health care costs will erode their retirement savings, more than a third of high-net-worth folks haven’t bothered discussed their well-founded concerns with a financial advisor.

Fifty-one percent of retirees, but only 25%, of today’s workers, are confident about having enough money to live comfortably in retirement, according to a BlackRock study.

On May 4. 3012, The findings of a BlackRock survey show that just over half, 51%, of retirees – but only one quarter, 25%, of today’s workers - are confident about having enough money to live comfortably in retirement.