Retirement

The asset management and software giants plan to start the rollout of their 401(k) tool and app later this year.

Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.

Before saving for retirement, young investors are advised to pay down high-interest debts and build an emergency fund, an expert says.

Some plan to downsize to an inexpensive town nearby.

They may look good on paper, but such investments also come with thorny challenges.

If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

Clients have to increase their risk exposure to ensure they don’t outlive their savings.

Clients can use Roth IRAs, 529 plans and — yes — life insurance to give their children a head start.

Which is better? An SEP plan or solo 401(k)?

Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.

But health care is probably more expensive.

Those with 1099 income have several tax-advantaged options.

These super savers have a few tricks up their sleeves to reach their goals.

An otherwise simple strategy has many pitfalls.

A client's retirement savings depends on four key factors, says the leading RIA executive.

The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.

Only 4% of U.S. retirees are waiting until they turn 70 to claim benefits, the age when payments reach their maximum level.

Careful planning can help prevent them from shrinking their benefits based on misperception.