Retirement planning

"Many times it’s actually small, systematic behavioral changes in strategies that lead to sustainable, meaningful changes in outcomes," writes Michael Liersch.

Almost nine in 10 estate planners say women clients either lost their jobs, had their salaries cut or left the workforce during the pandemic, a study shows.

When the millions left unemployed due to COVID-19 return to work, research suggests they will cash out of their former employers’ plans, Spencer Williams writes.

While the worries are all valid, they don’t mean the approach has suddenly become financial suicide overnight, writes Emily Cadman.

For accountants and tax professionals working with clients age 50 and older, there are certain tax perks to recommend that could help boost savings for the future.

The Connecticut Democrat has introduced comprehensive legislation in each Congress since 2014. What are its prospects in this session?

Pulling the costs directly out of clients’ IRAs can blunt the sting, but it shrinks the pot of tax-deferred retirement assets.

Real interest rates, which protect from inflation, have fallen in recent years, making it more expensive to finance future spending, Allison Schrager writes.

The products have seen a 9% rise compared to the prior quarter, and a whopping 89% rise on year-ago levels, according to LIMRA data.