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.
New Retirement Bill Stops Spouses From Emptying 401(k)s
By Melanie WaddellThe Women's Retirement Protection Act of 2023 sets up spousal protections for 401(k)s, among other provisions.
August 14, 2023
Here's the Size of Social Security Cuts if Congress Doesn't Act Soon: CRFBThe 70 million retirees, dependents and survivors collecting benefits could face steep cuts as soon as 2033.
August 08, 2023
What Happens to 401(k)s, IRAs When Older Clients Get DivorcedRenee Hanson, CDFA, explains how retirement assets are divided and how to make the process less painful.
August 07, 2023
Don't Overlook Roth IRAs for Children and GrandchildrenRoth IRAs are particularly attractive for younger savers because of the potential for significant tax-free growth.
August 04, 2023
Here's How Much People Think They Need to RetireConcerns about the impact of higher prices are widespread, yet inflation hasn't really disrupted savings efforts, Schwab finds.
August 03, 2023
The Mysterious Retirement Weakness of Late BoomersTwo factors help explain why younger boomers have significantly fewer 401(k) and IRA assets than older boomers.
August 01, 2023
Vanguard Makes New Push to Help Clients Find Lost IRAsThe fund giant has expanded its partnership with Retirement Clearinghouse to include a lost IRA search service for investors.
August 01, 2023
How a Loss-Proof ETF Can Factor Into Retirement PortfoliosWhile not appropriate for all investors, a new class of buffer ETFs has features potentially attractive to retirees.