Retirement

Teachers and certain other public, healthcare or nonprofit workers are paying high costs for their retirement plans, according to industry critics.

The bill would raise the required age to begin withdrawing money from retirement accounts to 75 from 72.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

Affluent investors who have maxed out their retirement plan contributions hold target date funds in taxable brokerage accounts.

The first rate hike since 2018 was expected, but its effects are still to be seen.

Specific, well thought out educational strategies can help the workforce reach their retirement goals.

The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.

The “six-month nudge” technique leans into the fact that 95% of all individuals alive when they hit full retirement age are likely to reach age 70, according to actuarial tables.

Corey Metzman, co-founder and chief operating officer at Medicare advisory company Chapter, explains the basics of Medicare.

To achieve a purpose-driven life after work, critical questions must be asked to seed difficult conversations.

Here's what wealthy investors and their advisors need to know.

Retirement plans that shift the approach away from the traditional can reap the rewards, according to experts in an EBRI webinar.

With their growth tied to market indices, FIAs have the potential to provide higher returns than traditional low-risk or fixed investments like CDs.

With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.

Lawmakers want annuities in Americans’ retirement plans in reintroduced legislation.

The strategy provides an alternate course to clients claiming their monthly checks as soon as they leave their jobs, experts say.

Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.

Annual drawdowns tell us little about possible standards of living in retirement as investors spend dollars, not percentages.