Expert shares key strategies for retirement planning, including the modern approach and recent tax law changes ...

A revocable living trust offers added flexibility and security for those with significant assets. Transferring assets into the trust allows you to authorize a co-trustee or successor trustee to manage ...

Her original plan was to work until 65 and leave a nest egg for the kids. Now, at 53, she and her husband have restructured ...

While they value financial independence, younger generations are drawn to high-risk investments, such as cryptocurrency, in ...

Uncertain tax laws can complicate retirement planning. Discover strategies to minimize your tax burden, maximize your savings ...

“People at this life stage often have college funding in the rearview mirror, so if they're in the position to turbocharge their retirement plan contributions in advance of retirement, they ...

The fact that Americans are living longer has made the usual approach to financial planning incomplete, according to a new ...

457(b) plans are retirement savings accounts offered by certain state and local governments and tax-exempt organizations. Similar to 403(b)s, you can contribute to your 457(b) plan by asking your ...

Planning for retirement is crucial to securing financial stability down the line. By employing a proactive and strategic investment strategy, individuals can effectively build a substantial ...

Each year PLANADVISER recognizes the top retirement plan advisers in the industry based on quantitative measures, including amount of AUA and number of plans under advisement. Advisers are highlighted ...

Similarly, the system depends on new employers offering retirement plans to replace plan closures. Expanding access to employer-sponsored retirement plans is essential to ensuring Americans are ...

Whether or not your contributions are tax-deductible depends on income, filing status, and whether you or your spouse are covered by a workplace retirement (like a 401(k) or 403(b)). If either of you ...