Retirement

When an elderly person is scammed, a new study shows, many Americans blame the victim. Advisors can help break that habit.

Rising inflation and heightened market volatility have many clients rethinking risk tolerance.

Women lag behind men when it comes to their retirement savings, and they’ll need those funds for a longer period of time. TIAA Institute’s managing director shares what employers — and the government — can do to help.

Funding from the American Rescue Plan has saved multiemployer pensions, for now. But experts say much work remains to be done.

Everyone hopes to retire in good health, but a new study shows just a small minority of people do so. It pays to plan ahead.

Scam artists are increasingly targeting elderly Americans for their retirement savings. But the warning signs can be obvious, if investors — or their advisors — know what to look for.

‘Equi-vest’ account statements sent to a million public school teachers and other 403(b) and 457(b) clients were missing nearly all of the expenses, the regulator says.

According to a new study, boomers are likely to deplete their savings much faster than previous generations — but advisors can still help.

Ted Benna, the father of the 401(k), chats with Mindy Zatto of Strategic Benefits Advisors on the evolution of the retirement space, crypto investing and preparing workers for the day-to-day of retirement.

A new study says millennials should only expect 80% of their projected benefits, but there are ways to make up for the shortfall.

From childhood memories to "finish lines," advisors can learn a lot about how their clients think about money.

In a down market "on sale" Roth conversions offer advisors a chance to generate tax alpha for their clients.

With five charts analyzing the latest figures, separate fact from fiction while Congress keeps failing to enact any comprehensive reform.

A new bill taking shape in Congress is full of popular ideas and backed by both parties. But some experts say it doesn’t go far enough.

A new study shows LGBTQ Americans are strikingly less ready for retirement than other groups, leaving them in need of help but not sure where to find it.

With long COVID a major theme, lawmakers discussed how to increase access to financial services for people with disabilities.

A recent survey by the Nationwide Retirement Institute details the financial challenges facing the LGBTQ community, and why employers and advisors alike can drive improvement.

The SECURE Act is unclear about whether some inherited retirement accounts have to be emptied out in 10 years or five.