Ivins, Phillips & Barker’s Jodi Epstein and Alex Maged say retirement plan overpayments must be processed consistently and ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

The main difference between retirement plans are how they treat contributions and taxes on withdrawals during retirement.

Similarly, the system depends on new employers offering retirement plans to replace plan closures. Expanding access to employer-sponsored retirement plans is essential to ensuring Americans are ...

President Trump's plan to cut Social Security taxes has raised concerns over its potential financial impact on the Social ...

"We request SEC and DoL take decisive action to uphold fiduciary duty laws," 22 state financial officers demanded in a letter ...

More than 4 in 5 workplace retirement plans in the U.S. (84%) have at least one regulatory “red flag” violation that could ...

Many employer-sponsored defined contributions plans, including 401(k) profit sharing plans and money purchase pension plans ...

However, the key to a successful retirement requires proactive planning and consistent effort. Here's how younger generations can better plan for retirement. The greatest advantage younger ...

The Senate Health, Education, Labor and Pensions Committee is supposed to find $1 billion in spending cuts and revenue increases.

A lot of people manage to retire securely through years of diligent savings. But some people unfortunately reach retirement ...

Two emotions are common for those who are nearing retirement — excitement and fear. Leaving the working world behind can feel empowering, however, apprehension about entering a new life stage may also ...