Retirement

Sales were mostly flat until 2020. Over the past four years though, they've nearly doubled.

The amount individuals can contribute to 401(k)s in 2025 has increased by $500 to $23,500, but the IRA limit remains $7,000.

Its backers should file a lawsuit based on the "very flimsy" exemption for prohibited transactions enabling annuity sales under current rules, an expert says.

Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.

The first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling case for paying taxes sooner.

Everyone agrees that the anticipated insolvency in 2035, is a problem, but the answers to how to fix it are anything but unified.

FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget. Here's what they said.

With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here's how planners are guiding clients through the impact of that slight bump.

Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.

According to a recent Cerulli study, more than half of retired 401(k) participants say Social Security is their primary source of income. At the same time, only 6% of millennials predict they will rely on those funds when they finish their careers.

Do you have three buckets handy?

Between the Internal Revenue Service's final rules on minimum distributions and proposed regulations on auto enrolling for Individual Retirement Accounts, here are top retirement landscape changes to be mindful of.

The Goldman Sachs 2024 Retirement Survey & Insights Report found that while competing priorities affected workers' ability to save, having a plan in place helped clarify goals and the grit required to meet them.

The court filings seek to overturn two injunctions federal courts imposed after finding the Department of Labor's new conduct standard is too similar to a previous one vacated in 2018.

Those aged 25 and younger have an average 401(k) balance account of $7,351 and a median balance of $2,816.

These two demographics are expanding their wealth and savings, despite economic challenges that cut across their age groups.

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

While the Auto IRA Act of 2024 is "long overdue" for some, others feel it represents the "nanny state."

It's key for an advisor to have a firm grasp of clients' long-term goals, how much they are spending now and how much they plan to spend in the future.

The U.S. Government Accountability Office conducted a nearly four-year study. Here are the key findings from its exhaustive report.