Employee benefits

Tapping a 401(k) isn’t good idea, so it would need to be the lesser of two or more evils. And they “would have to be pretty evil evils," says an expert.

Here’s what advisers should know about this increasingly available option, so they can help clients make the most educated choice.

Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn overcame some common pitfalls.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.

These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.

President Trump's budget is expected to call for spending cuts on programs intended to help poor households, while keeping Medicare and other programs designed to assist older people.

More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.

Millennials change jobs more than older generations, but thinking about the future is not a huge priority.

A retiree living off her portfolio suffers hundreds of dollars a year in lost income for every added basis point of fund expense ratio and advisory fees.

Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.

Most Americans are saving too conservatively to generate the income they'll need in retirement even after accounting for Social Security.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

Retirees may opt for current market valuation or their funded ratio as the basis for the allocation.

Americans aged 50 and older would pay bigger health insurance premiums under the new health care bill that cleared the House of Representatives.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.

The offering provides a new way of investing in cryptocurrency.

From health care expenses to taxes, how planners can help clients strategize.

Retirees saw a small increase in expendable income once they started collecting Social Security, according to a new study.