Retirement

A video producer in New York has a new job and a new retirement plan. Can, and should, he consolidate his savings?

Financial advisors to servicemembers and veterans can connect them with resources that reduce the mental and financial strain of an aging population.

As more and more elderly Americans take on freelance jobs, what does it mean to be "retired"?

Lawyers and compliance experts say advisors and brokers should still put clients' interests first when considering taking money out of a 401(k).

The cost-of-living adjustment, which was celebrated for its generosity last year, is looking less and less miraculous as prices keep rising.

Women enroll in their workplace retirement plans more than men, and typically contribute more of their income. Why are they still falling behind?

With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.

Three years into the pandemic, most financial advisors work at least partly from home. How has that changed their business?

The U.S. federal government is the country's largest employer, making it useful for planners to get familiar with the ins, outs and recent changes to its defined contribution plan.

Many Americans who postpone retirement say it's because they like working and staying active. But as a new study shows, they may just not have enough savings.

Republicans booed when President Biden accused them of wanting the benefits to "sunset." But was he telling the truth?

Just 2.1% of plan participants took out a 401(k) loan in Q4 of 2022, and 0.4% utilized a hardship distribution to deal with financial challenges.

As early as this summer, some seniors could see their benefits garnished to pay off old loans.

The pandemic changed work, and the colloquial terms and phrases that go with it.

The SEC, FINRA and NASAA issued an investor alert warning of fraud, fees and tax complications for self-driven retirement accounts that invest in alternative assets.

A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.

An in-depth look at the provisions of the new act and how they impact retirement planning.

Two newlyweds in New York share everything but their bank accounts. Are they missing out on financial benefits?

Congress is gearing up for another debt war, and the collateral damage could include Social Security, Medicare and the stock market.