Home-equity product works if you plan to stay in your home indefinitely and could use some supplemental income.
<i>InvestmentNews</i> contributing editor reflects on how life has changed since her husband retired a year ago.
Saving 15% or more is something to aspire to. But starting to save early, and saving consistently, can also take you a long way.
Of the 13 million participants in 401(k) plans administered by Fidelity Investments, close to 421,000 are young "super savers."
This underutilized method can provide a variety of benefits, such as reduced risk of rising taxes and the ability to better control taxes on Social Security benefits and Medicare premiums.
A new study from AARP finds that one-third of Americans ages 40 to 64 anticipate that they will continue working post-retirement.
With recent market swings come opportunities for advisers to lower their clients' tax bills.
Planning for the spend-down phase more important than ever given the longer time horizon
Matters can get complicated when a new spouse enters the picture.
It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.
Study finds a third of people who file early for benefits had enough assets in IRAs to make up for two years of Social Security checks.
How business owners can prepare themselves now for eventually handing over the reins to their successors.
Broader work experience definition allows columnist to use designation.
Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.
The Boston retirement-services giant is giving its clients a new option for planning for the costs and risk of living longer by making deferred-income annuities available for retirement plans. <i>(See also the <a href="http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter" target="_blank">Top 10 annuity sellers in the second quarter.</a>)</i>
Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.
The smart management of outstanding mortgage payments is critical, even for high-net-worth homeowners.
Premiums have been rising twice as fast as Social Security COLAs.
It is an estate-planning tool through which a parent's or grandparent's assets can pass on to future generations without being subject to gift, estate or generation-skipping transfer taxes.
Given long waits on the phone or for in-person appointments, online applications could be the best way to go.
