Auto-Features in 401(k)s May Foster Delusions of Preparedness
Automatic features in retirement plans may actually give employees the wrong impression about savings rates and their own preparedness, a new report says.
7 Disturbing Findings About 401(k)s, IRAs
A new study from Boston College's Center for Retirement Research takes a look at savers' financial health. It's not pretty.
Retirement Saving Checklist: 15 Things to Know That Can Lead to Success
Using this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.
10 Least Tax-Friendly States in US: 2017
Since each state has its own rules on what gets taxed, at which rate and when, there's a lot of variation across the country.
10 Surprisingly Great Places to Retire in the US
Here are 10 cities ranked by U.S. News & World Report, some of which have likely never made such a list before.
10 Most Tax-Friendly States: 2017
From property taxes to estate and "sin" taxes, there are plenty of ways states can charge you. Kiplinger ranked the states with the best deals.
15 Cheapest States for Long-Term Care: 2017
Genworth’s annual study on the cost of care nationwide, which includes home care and assisted living facilities, ranks LTC costs by state.
15 Most Expensive States for Long-Term Care: 2017
Genworth’s annual study on the cost of care nationwide, which includes home care, assisted living facilities, etc., is not reassuring.
Taxpayers Prefer Roth Retirement Plans: Study
They might not adequately understand the fallout from their decision, but taxpayers generally prefer back-loaded retirement plans to front-loaded ones, CRR reports.
Cash Balance Plans Gaining Ground
Small-business owners are driving a continuing increase in the adoption of cash balance retirement plans, Kravitz reports.