Employee benefits

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Clients should search the Department of Labor's Form 5500 filings to get their former employer's contact information.

Self-directed IRAs can provide solid returns and tax protection.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.

Experts say 18-to-36-year-olds should take advantage of workplace 401(k) and Roth IRA tax benefits now and shop around for the best savings rates later.

The proposal to limit the 401(k) tax deductions would affect 55 million Americans of all ages and income levels, according to study.

After the tech bubble and the 2008 financial crisis, the younger generation has little reason to trust the markets.

While the average savings in retirement accounts increased markedly in recent years, the amounts varied significantly by income levels, says an expert.

Clients' statements have invaluable information and are a great launch pad for discussing retirement planning.

Planners should ask if and how they ingest the drug when looking for a life insurance policy.

Despite impressive aggregate numbers, the median value of a 401(k) account for someone 65 and over is about $60,000.

Here is how to determine which incentives and pay rewards should be offered.

The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.

Seniors might get the policy again if they decided to drop it, but the rules "aren’t really super specific about what should happen in this situation,” one expert says.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.

An average 50-year-old woman in New York should begin socking away 49% of her income to her retirement account to live comfortably in her golden years, according to UBS study.

If a family contributes approximately $6,000 per year to an HSA, compounded at 6% growth for 20 years, that's $234,000 at retirement, says expert.