Retirement

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.

Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.

Small businesses across the country are expanding their workers' retirement plans, and they want help from professionals.

Total sales of the insurance products reached $310.6 billion, shattering the previous all-time record set in 2008.

Many Americans are reducing their long-term savings in order to pay daily bills. Advisors say there's a way to do both at once.

A Nationwide survey suggests that a hefty chunk of America plans on working longer.

Hundreds of thousands of Americans moved to a new state last year as they began their retirement. Here's where they went — and why.

There are few metro areas in the United States where one can retire on less than $1 million.

The number of households that can't afford even a small emergency rose steeply in 2022, according to new research.

The 2023 season just opened, but you should still plan now for next year.

Sixty-two percent of women are delaying retirement or don't plan to retire at all because of inflation, according to research from Nationwide.

The mega-broker secured a victory with Secure 2.0 legislation in December after intense lobbying for the bill.

Annuities have been booming, but one investor has buyer's remorse. Can — and should — advisors talk her off the ledge?

Even broaching the subject improves a client's ability to plan more realistically for longevity risk, research shows.

Putting guaranteed monthly income on retirees' "balance sheets" can help them make smarter decisions about retirement income strategies.

As more workers find themselves in a desperate financial mindset, employers should take the time to educate them on all the ways there are to save.

Investment scams are as old as investments themselves, and it doesn't get any easier to avoid falling prey to them. But advisors can help.