Retirement planning

The program faces big challenges, including the coronavirus pandemic which could deplete the program’s $3-trillion trust fund as early as 2028.

Thanks to the CARES Act, retirees can pass on taking required minimum distributions but should they?

The deals come as millions of baby boomers enter retirement.

The average employer match was 4.3% of pay, according to a 2019 Vanguard report.

The Labor Department issued guidance Wednesday effectively allowing retirement plans to invest in buyout firms.

The Internal Revenue Service and the Treasury Department issued proposed regulations Wednesday to update the income tax withholding rules for periodic retirement and annuity payments made after Dec. 31, 2020.

The new relief plan has something for many taxpayers, including retirees and the recently unemployed.

Strategies include utilizing charitable trusts to split benefits between multiple beneficiaries and taking advantage of donor-advised funds.

With many clients already home from work because of the pandemic, advisors are being asked why not now? For most, even the wealthy, the answer is clear.

Plunging oil prices have all but ruled out the possibility, according to a new report.

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

In the first-quarter’s coronavirus-driven market decline, 94% of sustainable indexes outperformed, BlackRock research shows.

Nearly 72% of Americans opted to stay the course and stick to their investment plan during the crisis, a survey found.

By making the right moves, retirees can reduce their taxable income and owe less in capital gains taxes, an expert says.

Finding the revenue to make up for the shortfall remains a “manageable exercise,” regardless of the as-yet unknown impact of the coronavirus, a Boston College economist says.

Those who feel they have inadequate savings may consider going back to work after the pandemic, even if it's on a part-time basis, according to an expert.

For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.

The rule change is designed to have an impact in the fight against COVID-19 and applies only to donations made to charitable organizations, an expert says.

The majority of U.S. workers do not have enough savings to help them in the event of a medical emergency and often turn to their retirement funds for help.