Employee benefits

Fewer than half of advisors are happy at their current workplaces.

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.

Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.

Promising its tech will provide more features than any target date fund, the investment research giant makes a play for the advisor-managed account market.

“Health care prices are increasing at levels that significantly exceed overall inflation,” an expert warns.

The earlier they begin planning, the easier it'll be to avoid a big tax hit.

Unfortunately, physical and cognitive decline are among potential side-effects.

Asset reserves are projected to become depleted in 2035, a year later than previously estimated.

One state has two of the top three cities in terms of boomer debt.

Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.

A proposal to increase payroll taxes is facing opposition from some lawmakers who believe millennial workers cannot afford to bear the brunt of higher payroll taxes.

The custodian expects the business to grow quicker in different hands, according to an internal memo.

Tapping into these plans is one method used to prevent bankruptcy.

The strategy only applies to investments held in taxable, not tax-favored, retirement accounts.

Clients are increasingly favoring accounts suited for emergency spending, research shows.

The major employer-plan group had previously been affiliated with the predecessor of Global Retirement Partners.

New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs.

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.

The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline.

Advisors who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.