Retirement education

Two in three plans offer a Roth savings feature, an option 401(k) participants should take advantage to reduce their tax liability.

More retirement investors are including cryptocurrency in their portfolio because it helps them achieve diversification.

While many retirees have prepped well for whatever the economy and markets may bring, far too many others have not, an expert says.

One of the misconceptions is that payroll taxes should be raised and benefits should be cut considerably to save the program.

Advisors share client anecdotes that made them stop and say “huh?”

The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.

Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.

A social media firestorm over how much 30-somethings should save for retirement highlights the gap between what they need from wealth management and what they are offered.

Virtual reality is making a comeback, and this time, fintech experts say it will find its place as a tool for advisors to help clients engage with their finances.

This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.

Fraudsters call seniors and get them to provide their Social Security number or pay a "processing fee" for the new Medicare card.

Your client’s long life could be the death of their retirement savings

The Roth IRA has very low contribution limits, while those in high-income groups may not qualify to contribute to the account.

Contributing $300 a month to a 401(k) over 40 years with an average 7% return will result in more than $700,000. So the benefits are there, but do your clients know the details?

The asset manager says its free tool for target date fund clients will "supplement the advisor conversation."

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

Retirement investors who want to buy bitcoins in a self-directed IRA should ensure they are in control of their own private key.

New FINRA rules will help the wealth management industry do its part to identify and prevent elder abuse.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.