Employee benefits

For retirees, dipping into their traditional retirement accounts could trigger an income tax bill while withdrawing from Roth accounts might not result in a tax liability.

The Labor Department is poised to release a rule that would make it easier for small businesses to establish a multi-employer 401(k) plan for their workers.

Most retirement tips should be taken with a grain of salt, as not all advice can help boost prospects.

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.

Borrowing against a 401(k) plan or taking an IRA withdrawal can work under the right circumstances.

More than half of RIAs aren't recruiting from other firms. This may be why.

Prospects are further aggravated by the disappearance of pension plans and the financial woes facing Social Security.

After a booking error by an advisor, a client barely avoided being taxed on $500,000 and dodged more than $200,000 in taxes and penalties.

Over the last four decades, the average income of retiree households significantly outpaced those still in the workforce.

The asset management and software giants plan to start the rollout of their 401(k) tool and app later this year.

Before saving for retirement, young investors are advised to pay down high-interest debts and build an emergency fund, an expert says.

Overall donations to charity organizations fell by 1.7%, while total individual giving decreased by 1.1%, the first drop since 2013.

They may look good on paper, but such investments also come with thorny challenges.

If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.

Clients can use Roth IRAs, 529 plans and — yes — life insurance to give their children a head start.

Which is better? An SEP plan or solo 401(k)?

But health care is probably more expensive.

Robert Cook’s pay far outshines that of other SRO chiefs.

An otherwise simple strategy has many pitfalls.

Despite changes in the new law aimed at scrapping a penalty for most new couples, those from high-income households may owe more this year.