Retirement scan

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?

See what the Social Security Administration considers part of the "5 things every woman should know" about the program.

The retirement problem comes down to the fact that many people don't have access to a 401(k) plan. Here's one solution.

Average Americans aged 56 to 61 have only saved $163,577 in their 401(k)s, according to the Economic Policy Institute.

Filing early can be a smart move if seniors intend to continue working even on a part-time basis.

Clients are likely to miss their retirement targets if they are helping their children and loved ones more than what they can afford.

Clients aged 35 have to set aside 11.69% of their pay to keep up with those in their 20s socking away only 6% of their salary, based on calculations by Financial Engines.

Retiring at a time when the market is down is the biggest risk that investors will face. Here’s how to minimize the impact of a market slowdown.

These funds can be expensive and may not be accurate in determining investors' risk tolerance, among other potentail downfalls.

Clients still have a few weeks to make deductible contributions to various retirement accounts, as well as health savings accounts, to reduce their 2017 tax liabilities.

One major help will be in helping participants think in terms of lifetime income — as opposed to accumulated balances — by requiring benefit statements to include income estimates at least once a year.

These funds can help clients put saving plans on autopilot, but they can also take on more risk than expected.

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.

Seniors should consider designating joint agents, reviewing the security features on their financial accounts, and having their names removed from credit card solicitations.

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

Parents should ensure that their child has earned an income to be able to open the account.

In a bull market's later stages, some types of investments work better than others. Find out which ones they are.

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

Clients can bring their effective tax rate below 3% in retirement by using a combination of three strategies.