Retirement benefits

With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.

Just 2.1% of plan participants took out a 401(k) loan in Q4 of 2022, and 0.4% utilized a hardship distribution to deal with financial challenges.

The federal regulator's annual list of inspection priorities shows particular concern that hybrid advisor/brokers aren't properly explaining to clients how they're compensated.

The SEC, FINRA and NASAA issued an investor alert warning of fraud, fees and tax complications for self-driven retirement accounts that invest in alternative assets.

An in-depth look at the provisions of the new act and how they impact retirement planning.

Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.

Small businesses across the country are expanding their workers' retirement plans, and they want help from professionals.

As more workers find themselves in a desperate financial mindset, employers should take the time to educate them on all the ways there are to save.

Additionally, one in three adults with long-term nest eggs pulled out money for daily living costs, a U.S. News & World Report survey found

The new year brings a new tax season and the opportunity to advise clients on ways to save money on their taxes.

Before it collapsed, the disgraced crypto exchange had its sights on a new target: retirement accounts.

Portfolio reviews and retirement contributions are at the top of to-do lists of Morningstar, AARP and industry groups.

Wealthy retirees seem to have scored big in Congress' sweeping year-end spending package.

Government watchdogs propose more oversight amid collapse of crypto and falling markets.

The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.

While the new law makes some small fixes, it does little to help the 60 million Americans without retirement plans.

After months of delay, Congress has passed its landmark retirement legislation. Here's what advisors should know about it.

There are some signs of relief that may set up savers for higher future returns, particularly in the bond market.

An academic paper challenges the entrenched message that America faces a retirement crisis.

Advisors can help clients create significant amounts of tax-advantaged retirement wealth and deliver a tangible value-add in the process.