Retirement

The highest adjustment in 40 years amid inflation could hasten the program's future shortfall.

The investment bank pointed to research suggesting over half of retirees struggle by on less than half their former income, and said its custom workplace retirement offerings could help those still working.

Ignore the stigma of borrowing from your retirement plan — a life raft for cash crunches — but be aware of the rules.

Beneficiaries won't get hit with a 50% penalty for not making withdrawals in 2021 and 2022 — an unexpected move by the IRS. But questions still remain.

Some older Americans worry that if they return to work, they'll get less money from Social Security. In fact, the opposite is true — but advisors need to get the word out.

The two retirement giants are collaborating on a new program to make the transfer of savings automatic.

Republicans are unlikely to see eye-to-eye with Biden on fixes for major social programs if they retake Congress in November.

Amid fears that inflation will eat away at their savings, a growing number of older workers are putting their retirement plans on hold, a new study found.

At first glance, the reduced premium for Medicare Part B looked like an untempered win for the Biden administration. The reality is much more complicated.

A New Yorker about to retire considers buying property across the pond. Should she take the plunge? The experts weigh in.

Premiums for Medicare Part B, which covers outpatient care, will decrease for the first time in a decade.

As stocks slide, public pensions are feeling the pain, leaving city governments to pick up the slack.

Pro athletes and pop stars think their fame will last forever. Financial advisors need to plan for much shorter careers.

Retiring overseas can be a great option for seniors seeking adventure and cheaper healthcare. Here's what they should know before they hop a plane.

In a time of economic uncertainty, investors are looking to make the most out of their IRA savings.

Plan sponsors will need to pull together details involving non-discrimination testing and government reporting, as well as recordkeeping and pre- and post-transfer documentation.

In its first few months, the pandemic caused more job losses than the Great Recession. But unlike that crisis, COVID didn't stop employees from saving.

Achieving a certain dollar amount in retirement isn't the only thing you'll need to consider when deciding on a planning strategy.

Today's consumers expect a user-friendly experience from almost every app or website. But there's one area where they're not getting it: retirement.

Providing for a disabled descendant is a highly complex challenge, and botching it can have tragic results. Here's how advisors can help clients thread the needle.