403(b)

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

A video producer in New York has a new job and a new retirement plan. Can, and should, he consolidate his savings?

There’s a significant opportunity for advisors to help their non-business clients, earn some new ones — and it can be taken advantage of right now.

The firm allegedly didn't disclose its parent company paid a teacher union entity $10,000 a month “for its exclusive endorsement” as its preferred financial services partner, according to the regulator.

A recent study found American workers would face better retirement prospects if the federal government adopts certain public policy changes.

Failing to pay taxes on side-gig earnings and keeping faulty records of business-related expenses must avoided to prevent an excessive tax burden.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.

Clients should understand Medicare, Social Security and 401(k) changes that will impact on their retirement savings and income.

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them