Retirement

Inflation and higher wages can push earners up a tax bracket, while unchanged deductions can spark bigger tax bills.

Spending down savings is a challenge for many in older age

The pandemic and strong but volatile stock market triggered many investing biases.

With Senate tax writers in agreement with the House to ban the favored tax-free strategy, wealth advisors have a narrow window to make moves.

In the first hearing for the Social Security 2100 Act, Republican members questioned the legislation’s effectiveness and price tag.

How can ongoing legislation support a more equitable future and retirement — for all Americans?

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

The argument in favor of a formula long supported by advocates gets weaker in light of new data, according to a report by retirement experts.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

None of the leading 20 funds with a 50% to 70% equity allocation beat the gains of broader stock indexes over the past 10 years.

New flavors of the retirement investments aim to override a lingering bad image by scrapping conflict-laden commissions and being easier to understand. Will independent financial advisors finally be persuaded?

How advisors handle tax advice for their clients can depend on how large their firm is.

The service lifted the limit from $19,500 as part of its annual inflation adjustments.

Once again, the proposal would cap certain IRAs and require distributions once thresholds are met.

There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health?

Inflation, social security, taxes, custom indexing: here are the retirement stories that mattered most this quarter.

U.S. Rep. John Larson’s legislation would increase benefits for the first time in 50 years, but it’s one of the two competing approaches attracting support.

With banks and the Federal Reserve now eyeing more lasting inflation, many financial advisors are adjusting things for their clients.