Retirement readiness

Retirees may have gotten out of the workforce too early if they are not yet eligible to claim health coverage through Medicare.

The typical tax-deffered savings account can easily hit $1 million — mathematically speaking.

Whether measuring performance against the market or a client’s own goals, the industry needs accountability.

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

Seniors should have socked away at least 10 times their salary in their retirement accounts by the time they retire to secure their golden years.

We give advice based on the intel we have, but not all clients are as up front as we are.

The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.