Retirement planning

TDFs have successfully nudged more Americans into the stock market, Allison Schrager writes, but they also have a major weakness that inflation is bringing to light.

Total annuity sales in the second quarter reached $77.5 billion, by some measures the highest ever recorded.

A spousal IRA offers a way to stay on track for a healthy retirement. Yet many people don’t know it exists.

Everyone hopes to retire in good health, but a new study shows just a small minority of people do so. It pays to plan ahead.

According to a new study, boomers are likely to deplete their savings much faster than previous generations — but advisors can still help.

A new study says millennials should only expect 80% of their projected benefits, but there are ways to make up for the shortfall.

From childhood memories to "finish lines," advisors can learn a lot about how their clients think about money.

A new bill taking shape in Congress is full of popular ideas and backed by both parties. But some experts say it doesn’t go far enough.

A new study shows LGBTQ Americans are strikingly less ready for retirement than other groups, leaving them in need of help but not sure where to find it.