Retirement planning

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.

Financial advisors need to educate themselves on the unique financial issues facing women as they age if they want to better advise their clients, experts say.

As inflation cools, Social Security's annual cost-of-living adjustment is projected to decline in 2026. Seniors say the benefit bump won't be enough.

New rules will tighten identity verification for benefits, limiting phone claims to fight fraud, the Social Security Administration announced.

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.

Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts.