Challenges and opportunity — both are reality for retirement retirement plans and those who serve them, and speakers at the opening of the recent SPARK Forum captured the theme. “The challenge before ...

Innovative and forward-thinking practices are key to increasing participation in retirement plans and expanding retirement plan coverage, experts suggest.

Her plan allows for a lump-sum payment at the time of retirement or in a payment over a number of years. I advised her to schedule a payout of the deferred bonus for not less than 10 years. This was ...

Debt in retirement can drain your savings and threaten your financial freedom. Prioritize paying off these key debts -- read on to learn more.

Federal tax law already allows people 50 and older to make extra contributions, above the annual deferral limit, to a 401 (k) ...

Retirement — and the passage to relying on retirement income — marks a crucial shift in your financial life. Sure, you can ...

Having a tax strategy is crucial to making your money last. These tax-saving moves can help, whether you're years from ...

Such retirement gifts can only be procured using Local Funds. To uphold compliance with the Internal Revenue Service's qualified plan regulations and to ensure fair treatment of all employees, the ...

Read: Trump's plan to cut taxes on Social Security benefits may cost beneficiaries more in the long run The Social Security trustees have forecast that unless Congress and the president shore up this ...

Planning for retirement might seem like a distant goal for Gen Zers, but each of these steps can make the journey smoother and put more money in the pot later on. A steady approach, combined with a ...

Burying your head in the sand is not a good financial planning strategy. Yet that appears to be the approach adopted by a significant proportion of U.S. workers, according to my reading of the 2024 ...

While retirement abroad requires careful planning about visas and taxes, staying in the U.S. could mean managing higher costs of living and expensive health care. This article outlines some data ...