401(k)

The major employer-plan group had previously been affiliated with the predecessor of Global Retirement Partners.

New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs.

Advisors who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.

Clients who owe the IRS should pay their taxes by April 15 even if they have already secured an extension.

If spending $5 a day on fancy coffee puts your retirement at risk, you’ve got bigger problems.

Only about 20% of Americans know the amount of contributions they can make to their 401(k) plan, according to a new study from TD Ameritrade.

There are a lot of options — and potential missteps.

Heavily weighting any single stock has the potential to make a portfolio more volatile.

Seniors will face a 20% penalty on top of income taxes if they withdraw funds from a health savings account for non-medical expenses before the age of 65.

The worst thing you can do during a stock market crash is panic and sell your stocks near the market bottom.

To qualify for this feature, clients should have reported a minimum amount for at least 11 years.

For many workers, moving assets from old 401(k)s into a traditional IRA may not be a smart move. One reason: IRAs often don’t offer stable value or guaranteed fund investment options as do most 401(k)s.

The government needs to improve cost-of-living adjustments to ensure that retirees can cope with inflation, says an expert.

The transparency of a fee charged to other fund firms for use of the platform is allegedly questioned.

Medicare will charge a high-income surcharge if seniors reported more than $85,000 (or $170,000 for joint filers) in modified adjusted gross and tax-exempt interest income.

Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.

The last government shutdown highlighted how many Americans ignore basic planning lessons.

Retirees who opt to file at a much later date can earn delayed retirement credits that could boost their benefits by as much as 32%.

It would raise enough new revenue to more than restore long-term balance of the program.

Lawmakers and policymakers should make retirement savings plans universally available if they want to help Americans secure their golden years.