Market performance tends to dominate the conversation about risks to a retirement plan. But spending shocks can also curb a ...

Your 401(k) might be doing its job during the decades you spend saving, but the real test comes the day you stop working.

Changes to tax laws are reshaping how Social Security, pensions and withdrawals are taxed—and some retirees are quietly ...

A 401 (k) is great, and rightfully the main retirement account people use, but an individual retirement account (IRA) is an ...

And it’s, you can only pay reasonable amounts as expenses. And that’s found in section 404A of ERISA, which is the sort of, ...

Does she need a financial adviser to help?

Born after 1960? Full retirement age hits 67—update your retirement plan with portfolio, dividend, Roth conversion & Social ...

The right strategy can make this transition a little less destabilizing.

You've got to be careful about the tax planning and also what you might expect in the future down the road," said Tammy ...

Its new proposed rule would clarify how retirement plans such as 401(k)s can incorporate “alternative investments” such as ...

When it comes to retirement (and cake), people have their own preferences. Instead of trying to fit into a predetermined box, ...

Life expectancy is increasing. If you're close to retirement age, here's what you might want to spend your time doing, and ...