Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
Schwab Launches Interactive Platform to Help Retirement Savers
By Ginger SzalaA new dashboard helps savers assess their financial health and then take next steps.
August 12, 2021
Could This Trust Replace the Stretch IRA? Jeffrey Levine Weighs 10 Pros, Cons of CRUTsCharitable remainder unitrusts can provide similar benefits for some investors, but there are many caveats, the CPA says.
August 10, 2021
10 Best & Worst States for Retirement Plan AccessLess than half of workers nationwide have access to an employer-provided retirement plan, and even less take advantage of it.
August 09, 2021
Workers Are Saving, But Few Feel Very Confident About Retirement: StudyAlso, 16% of workers across generations believe their retirement confidence has dropped due to the pandemic, Transamerica research finds.
August 03, 2021
Traditional 401(k) vs. Roth 401(k): Choosing the Best OptionFor some clients, the combination of a traditional and Roth 401(k) option can open a lot of planning avenues.
August 03, 2021
Amid Asset Boom, Half of Americans Are Falling Behind in Retirement WealthInequity in retirement savings persists for young workers and minorities, according to the Economic Innovation Group.
August 03, 2021
The 5 Types of RetireesAn EBRI study groups retirees based on finances and identifies factors contributing to a successful retirement.
July 29, 2021
8 Retirement Planning Bills to Watch in 2021In the past three months, lawmakers have floated bills to raise the RMD age, allow penalty-free 401(k) withdrawals and more.