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The move is the latest effort to reduce the early flow of money out of 401(k)-style plans.
November 13 -
The years between 60 and 70 present a great opportunity for seniors to make financial moves to protect their retirement savings.
November 9 -
The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.
November 9 -
Older couples should determine whether they are physically ready for the task, as moving can be stressful for people of advanced age.
November 8 -
A typical Social Security payment is likely to cover basic costs in these areas.
November 7 -
When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them
November 6 -
A small proportion of parents are investing in the program for their children, however new analysis suggests that may be changing.
November 6 -
Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.
November 5 -
Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.
October 26 -
Conventional wisdom says to wait as long as possible to claim retirement benefits, but there are exceptions to the rule.
October 25 -
Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.
October 24 -
The proposed rule from the Labor Department would allow small companies with a common owner or those in the same trade group to band together and create multiemployer plans.
October 23 -
There are specific benchmarks to gauge your client's 401(k) plan — do they measure up?
October 22 -
While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.
October 19 -
In addition to health insurance considerations. people considering this need to determine whether they can afford the missed earnings and the ability to continue building their nest egg.
October 18 -
More states should follow in California’s footsteps in making it easier and cheaper for seniors to tap home equity, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.
October 17 -
There are hundreds of claiming strategies — using the wrong one can have major repercussions.
October 16 -
A small group will actually pay less in premiums because the cost-of-living adjustment in their Social Security benefits next year won’t be large enough to cover the premium increase.
October 15 -
Compared with college-educated professionals, high school educated workers retire earlier because their jobs are physically demanding and less appealing for aging workers.
October 12 -






















