Pensions

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.

It would raise enough new revenue to more than restore long-term balance of the program.

There are hundreds of claiming strategies — using the wrong one can have major repercussions.

Rich professionals have found a new way to bypass income limits created by Congress.

Some 1.4 million participants in private pension plans may be facing stiff pension cuts that could come as soon as 2028.

“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.

Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.

Medicare premiums will increase for high-income retirees because of the change in the income brackets that will serve as basis for determining these premiums for their Part B and Part D coverage.

In a bull market's later stages, some types of investments work better than others. Find out which ones they are.

Seniors who reach the age of 65 and are in good health have the option of opening a Medicare medical savings account.

Lawmakers agreed to form a congressional committee that would look into multiemployer plans and develop a measure to fix these plans' insolvency woes.

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

Investors are advised to do a Roth conversion before year-end to make the most of the federal tax deduction for state and local income taxes, which could disappear next year.

The strategy could provide lifelong cash flow by trimming longevity risk.

Many carriers offering long-term care coverage are experiencing financial woes and may no longer guarantee payments when clients need them.

Workers who withdraw from their 401(k) plan lose about 25% in compounded growth.

Proponents of defined-contribution plans envisioned them as supplements to defined benefit plans; they didn't anticipate that 401(k)s would largely replace pensions.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.