The percentage of consumers planning to put some of their refund toward paying down debt rose to 35.5%, from 34.9% last year, according to a new survey.
Advisers need to help people move past the emotional roadblocks that can make the process more complicated than it needs to be.
Directing a portion of required minimum distributions directly to a charity can reduce both taxes and Medicare premiums.
Among the names on the 2016 list of those bidding adieu was the U.K.'s foreign secretary, Boris Johnson.
Thirty-nine percent of millennials would rather disclose a preexisting sexually transmitted disease to a potential partner than reveal their debt.
The firm allegedly engaged used an expensive proprietary fund to enrich itself at the expense of plan participants.
Regular and well-informed course corrections can help you become more comfortable financially and enjoy retirement even more.
Some record keepers have the capability to rebate these fees and only charge the asset management fee, resulting in a lower net cost than some zero-revenue-share funds.
Blackstone executives have signaled their intent at breaking into the $5 trillion 401(k) market, and buying Aon Hewitt's DC record-keeping business may be the first step.
Staff denies some eligible applications for spousal benefits.
The mandate to review the rule and the accompanying delay leave the industry scrambling to adjust.
As life expectancy increases and the inflation rate on health-care spending regularly rises, you need to stay ahead of the game.
Working longer and postponing benefits can increase future payments.
Working longer can allow continued contributions.
House Republicans introduce bills to block Labor Department rules promoting creation of retirement plans for private-sector employees.
Resources Investment Advisors also has affiliate retirement-focused advisory firms with $6 billion in assets, but it's uncertain whether they will follow suit and depart LPL.
An order aimed at reducing regulation and controlling regulatory costs could sow confusion over issues such as executive compensation and the fate of planned rules affecting employer retirement plans.
Defined contribution plan participants who mix strategies “seem to be conducting reasonable investment practices,” according to new research from Vanguard.
