Retirement

Join Financial Planning's Editor-in-Chief, Chana Schoenberger, Chief Correspondent Tobias Salinger, industry luminary Mark Tibergien and financial advisor Dasarte Yarnway as they discuss the profound changes the financial advisory sector is undergoing.

A report by the Center for Retirement Research at Boston College found that a jump in inflation could keep the COLA from meeting the rising costs that retirees face.

The case for better aligning default options with income needs is undeniable. But how can we best implement these choices?

The number of accounts with balances of at least $1 million grew 84% year over year, while the number of seven-figure IRAs jumped more than 64%.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.

14.8 million participants switch employers every year — and 33% of workers have stranded a 401(k) savings account in a former employer’s plan at least once.

Employees often ignore their 401(k)s when they change jobs, leaving valuable assets behind.

Using RMDs to pay the taxes due on a rollover can ease the psychological pain of forking over money to the IRS.

This company released a corporate report card so employees know what their retirement investments are going toward — and whether or not it lines up with their own values.

IRS regulations are complicated, conflicting and rife with gray areas, but clients are still deluging advisors with questions about how Peter Thiel's strategy could work for them.

The new leader will have to focus on actively managed U.S. mutual funds at a time when index-tracking products like exchange-traded funds are attracting increased investment.

The number of registered investment advisors in the Sunshine State is up 27% over the last 5 years.

Clients depend on us to know not just how to handle their investments, but why they are investing in the first place.

The deal adds 4M clients to the division’s 16.6M clients.

The inflation-tethered increase is a lifeline for many seniors receiving federal benefits, but there are potential drawbacks.

Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.

For most people, thinking that investing in crypto with retirement money could save on taxes may just wind up jeopardizing their retirement, writes Alexis Leondis.

Retirement plans that enroll all eligible employees get a very low opt-out rate -- and can help both workers and their employers.