Retirement

New innovations increase participation by making it easier to save and invest for retirement, an expert says.

This interactive tool challenges conventional wisdom about planning for retirement and offers a smart and streamlined way to plan for your future.

As an alternative to placing restrictions on lump sum withdrawals, clients could provide retirees more distribution flexibility.

Parents should have a smart plan on how to help their adult children returning to their home without putting their own retirement at risk.

A higher standard deduction makes itemizing deductions less valuable.

Only about 20% of Americans know the amount of contributions they can make to their 401(k) plan, according to a new study from TD Ameritrade.

Dental expenses can eat away a considerable amount of retirees’ savings, but these costs are important to prevent health complications and other medical expenses.

There are a lot of options — and potential missteps.

The tax law has made deducting philanthropic contributions more difficult, but there are ways to help clients reap benefits from their generosity.

Heavily weighting any single stock has the potential to make a portfolio more volatile.

The U.S. is one of the few countries that doesn’t have paid family leave, and it can cause families hardship around the time of a birth, says an expert.

Eleven of the 14 dividend-focused ETFs in existence 10 years ago beat a plain vanilla index fund.

The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.

Changing filing statuses and maxing out deductible contributions to IRAs and HSAs are some ways clients received bigger reimbursements.

Seniors will face a 20% penalty on top of income taxes if they withdraw funds from a health savings account for non-medical expenses before the age of 65.

Not having a full understanding could hurt workers’ retirement prospects by causing them to possibly miss out on their employer’s match or not reducing their taxable income as much as possible.

The Pension Benefit Guaranty Corp. is facing a $54 billion deficit for insuring multiemployer plans in unionized industries, says the GAO report.

The worst thing you can do during a stock market crash is panic and sell your stocks near the market bottom.

To qualify for this feature, clients should have reported a minimum amount for at least 11 years.