Retirement

When it comes to their finances, America's youngest adults are extremely confident — but some experts say that confidence is fragile.

After months of delay, Congress has passed its landmark retirement legislation. Here's what advisors should know about it.

There are some signs of relief that may set up savers for higher future returns, particularly in the bond market.

A report from the bank's asset management division shows that American women are financially ill-equipped for retirement and suggested how employers can help.

Few topics in retirement are as polarizing as the "A" word. We asked advisors to weigh in.

An academic paper challenges the entrenched message that America faces a retirement crisis.

Advisors can help clients create significant amounts of tax-advantaged retirement wealth and deliver a tangible value-add in the process.

2022 was full of under-the-radar revolutions for the way Americans retire. Here's what happened and what it means for 2023.

As Republicans threaten cuts to Social Security and Medicare, Assistant Secretary Ben Harris says reducing benefits would cause "undue suffering."

A new Morningstar report says seniors can safely withdraw up to 3.8% of their nest eggs in their first year of retirement — up from 3.3% last year.

Planners warn that clients still need financial education to understand the ins-and-outs of new plans.

Popular brokerage is letting investors put retirement money into traditional and Roth IRAs.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

Most seniors wish they'd prepared better for their golden years. Here's how they can retire without looking back.

More tax savings means happier clients and potentially wealthier financial advisors.

As inflation soars and stocks tumble, annuities are enjoying their best sales ever. Why?

A more thoughtful approach to saving will help participants who rely on the defined contribution model stretch their dollars into life after work.

With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.

The trend is mostly among lower-income earners, but wealthier Americans may start tapping retirement savings, too, experts say.