Retirement Plans

401(k) Loans Surge While Emergency Savings Dwindle

A new T. Rowe Price study has raised alarms about rising 401(k) loans and a dip in emergency savings.

More Americans Eyeing Post-Retirement Employment

More than half of all Americans — including 64% of Baby Boomers and Gen Xers — are open to work after retiring from an employer and would consider working indefinitely.

401(k) Losses Spark Lawsuit

Employees of the former Bed Bath & Beyond sued the investment committee, saying its "imprudence” caused them to suffer millions in losses.

Retirees with Advisors Have More Monthly Income Than Those Who Don’t

Their income is nearly twice as much as what the average retiree has, says a new Schroders’ study on U.S. retirement issues.

The Risks Your Clients May Face From Public Pension Funds

The man who provided early warnings about the fraudulently consistent returns in Bernard Madoff’s Ponzi scheme is raising new concerns.

Mega Roth Superpowers Still Kicking

Our columnist shows how this underutilized 401(k) tax strategy can help pre-retiree clients this year. (By Monica Dwyer)

Why Advisors Need to Pay Closer Attention to Pensions

Pension income may seem predictable but assuming this can be shortsighted, says this expert.

Vanguard Study Shows Seismic Shift in Retirement Investing

With automatic enrollment tripling, advisors need to position themselves for rollover business, advisors say.

Backdoor Roths Are Powerful — If Done Right

The tax strategy can be complicated. Here are the most common pitfalls and how to avoid them.

Don’t Lose Clients When They Retire

An American College professor on how to anticipate retirees’ needs so they don’t fire you and still compensate you fairly. (By Steve Parrish)

Latest News

401(k) Loans Surge While Emergency Savings Dwindle

A new T. Rowe Price study has raised alarms about rising 401(k) loans and a dip in emergency savings.

JPMorgan To Pay $75M To Settles Epstein Suit

Most of the money is to go to charities supporting sex-crime victims and to help law enforcement fight sex trafficking and other crimes.

More Americans Eyeing Post-Retirement Employment

More than half of all Americans — including 64% of Baby Boomers and Gen Xers — are open to work after retiring from an employer and would consider working indefinitely.

Renting More Cost-Effective than Buying in Most Major U.S. Metros

A new report shows there are only three U.S. metro markets left where buying a starter home is more cost effective than renting one.

W. P. Carey Spins Off Office Assets, Setting Strategy for 2024 Exit

It will spin off a majority of its office assets into a new publicly traded REIT as the office real estate market continues to struggle.

5 Advisors Recognized for Good Works

Five financial advisors were recognized for their outstanding community contributions at the 17th annual Invest in Others Awards Gala.

Judge Rules Muni-Bond Class Action Goes Forward Against 8 Banks

A U.S. federal judge said American cities may pursue class-action claims accusing eight large banks of driving up interest rates they paid on a popular municipal bond.