Retirement scan

When investing in a Roth IRA, retirement savers should rebalance their portfolio by replacing high-performing holdings with more value-priced investments.

Two experts weigh in on whether there is a looming retirement crisis in the U.S., and provide opposite views on the issue.

Young people are advised to start building their nest egg as soon as they land a job after graduating from college.

Long-term care brings hefty costs not fully covered by Medicare, so clients should consider living-benefits products, asset-based long-term care coverage or an annuity.

Most Americans maintain or even increase their spendable incomes after they started collecting Social Security, according to one of the experts who conducted a study.

Delayed retirement credits only accrue to age 70, but there still may be tax issues to consider.

ESG investing is one way to motivate young clients and boost their contributions.

Retirees are vulnerable to financial exploitation as the government has no formal systems for complaints and interventions.

The new retirement system will allow for 401(k)-type savings and provide financial education services to help military personnel make better investing decisions.

There is no guarantee that TDFs generate the needed returns, and these funds may have hidden multiple fees, an expert explains.