These plan designs can help small-business clients save big on their taxes while building their retirement nest egg.
A Goldman Sachs study details how life events can impede retirement savings and can have a significant impact on how much an individual saves for retirement.
The first half sell-off in both stocks and bonds has opened the door for annuities and those selling them.
Those who kept contributing accumulated the most, according to the Investment Company Institute and the Employee Benefit Research Institute.
Fintech company Pontera is continuing its partnership spree in hopes of giving more financial advisers the ability to manage client assets in held-away retirement accounts.
More than 87,000 employers have already registered for CalSavers, which launched in 2019.
Congress continues to ignore the fact that Social Security's trust fund is expected to run out of money in 2035, which would result in a 20% cut in benefits.
The acquisition diversifies Prime Pensions' client base and extends its geographic presence.
Spuds Powell defies popular thinking with the niche client base he's built, one that he says makes both him and his clients happy.
The downward trend in the expense ratios that 401(k) plan participants incur for investing in mutual funds continued in 2021.
Don't assume that clients intend to spend their principal in retirement.
The provision was rejected as an amendment to the Senate Finance Committee's EARN Act, but it could reemerge in a final bill sent to the floor of the House and Senate.
Workers now see maintaining their current standard of living as their top financial priority in retirement, replacing more lavish plans, according to a new study.
As rising costs cause many to contemplate lifestyle shifts, one question that keeps popping up is whether the spending cuts should include investing for retirement.
70% of retirees would advise saving or investing more or earlier, according to a new EBRI study.
A projected 20% benefit cut in 2035 could significantly reduce lifetime income for younger workers, according to a new paper from HealthView Services.
The bill would raise the RMD age from 72 to 75, increase catch-up contributions and allow retirement plan matches for student loan payments. It will be combined with another recently advanced Senate measure.
Other practices that help limit investors' taxes include asset location, rebalancing and maximizing retirement income.
For the more than 30% of employees who say they're considering a job switch, benefits programs are often a 'crucial factor.'
The measure would raise the required minimum distribution age, increase catch-up contributions for people between 60 and 63, and enable workers to withdraw emergency funds from plans, among its many provisions.
