Employee benefits

While the funds are ideal for certain people, they don't address important retirement considerations, such as the cost of funding a comfortable living and a person’s savings rate.

With many private and public pensions in the red, clients are advised to look for options that will improve their prospects, such as Roth IRAs.

The new law will affect how financial advisors and clients evaluate the pros and cons.

The rewrite could affect how these firms value potential buyout targets.

IRA investors can draw funds from their accounts tax-free if the money will be used to fund college tuition and other related costs.

Clients shouldn't let their egos get in the way when making investment decisions. They will be better served with a dispassionate asset mix that's rebalanced annually, rather than making investing decisions "in purely personal terms."

While the stock market remains strong, clients should stress-test their portfolios and ensure that they reflect their risk tolerance levels.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

Adding five years to their working years will enable clients to replace their pre-retirement income by up to 90% instead of 60% in some cases.

Seniors are less likely to itemize tax deductions this year as a result, an expert says.

Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.

The new tax law is expected to drive more money into investment products and push stock and bond prices even higher, says CEO Laurence Fink.

Seniors looking to launch a business should consider collecting their retirement benefits early.

In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.

Retirees should stick to their strategies and diversify their portfolios with various sources of income.

The funded ratio for defined benefit plans at Fortune 1,000 firms rose to 83% at the end of 2017, a new report says.

One strategy to enhance financial prospects is to get a part-time job via the gig economy.