Retirement

As Congress battles over shutdowns, Social Security's staff has dwindled to its smallest size in decades. For retirees, that means longer wait times and delayed benefits — but advisors can help.

As it and other critics pursue a coordinated legal strategy, a trade group for independent insurance agents requested an injunction to put the regulation on hold.

A homeowner in New York asks how to make sure her apartment goes to her kids after she dies — and not to Medicaid.

The text reveals why agency officials believe it's necessary, how it will work in practice, how much it will cost and how it responded to criticism.

The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.

Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.

Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.

Voters in battleground states favor solutions like a "billionaires tax" and "scrapping the cap" on earnings taxed for Social Security, a new poll shows.

Retirement doesn't have to mean scrimping and saving. Here are five parts of the country where seniors are living large in their golden years.

Opponents haven't stated publicly that they will file a lawsuit, but one will almost certainly challenge the Biden administration's expansion of the fiduciary duty.

Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.

Late-in-life divorces have more than doubled since 1990, and they often decimate retirement savings. How can gray divorcees shore up their finances?

Amid cash-outs, stranded plans and suboptimal investments, a SECURE 2.0 provision runs the risk of expanding asset waste in the proverbial 401(k) landfill.

Nationwide found that women struggle to understand what to do with their savings once they hit retirement.

They can be a more tax-effective way to save for retirement than an IRA for those who are able to max out contributions and pay for medical expenses with other funds.

The "magic number" Americans think they'll need for a comfortable retirement went way up this year — but their actual savings went down.

The retirement crisis looms larger than ever as new research shows how many U.S. adults have no long-term savings.