Employee benefits

Your client’s long life could be the death of their retirement savings

It pays to review the differences between traditional and Roth IRAs.

The Roth IRA has very low contribution limits, while those in high-income groups may not qualify to contribute to the account.

Updated calculators and a leaner interface are intended to raise awareness of “retirement readiness.”

There can be substantial penalties for those who are late to sign up, but when exactly is that deadline?

Contributing $300 a month to a 401(k) over 40 years with an average 7% return will result in more than $700,000. So the benefits are there, but do your clients know the details?

The money manager is also offering pension and 401(k) plans that exclude firearms from employee retirement programs.

The retirement problem comes down to the fact that many people don't have access to a 401(k) plan. Here's one solution.

Homeowners have fewer options as state and local deductions have been capped under the new law.

LifeYield makes it proprietary Taxficient Score available to individual advisors.

Talent wars are pushing compensation packages higher.

Clients are likely to miss their retirement targets if they are helping their children and loved ones more than what they can afford.

Clients aged 35 have to set aside 11.69% of their pay to keep up with those in their 20s socking away only 6% of their salary, based on calculations by Financial Engines.

Combating these misconceptions may help taxpayers maximize benefits.

Retiring at a time when the market is down is the biggest risk that investors will face. Here’s how to minimize the impact of a market slowdown.

These funds can be expensive and may not be accurate in determining investors' risk tolerance, among other potentail downfalls.

Clients still have a few weeks to make deductible contributions to various retirement accounts, as well as health savings accounts, to reduce their 2017 tax liabilities.

The asset manager says its free tool for target date fund clients will "supplement the advisor conversation."

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.