by
Jeff Stimpson
Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.
by
Jennifer Lea Reed
It's a painful choice: to save either for college or retirement. But new saving rules make it easier to do both at the same time.
by
Karen DeMasters
This couple had just days to make decisions that would alter the rest of their lives.
by
Ben Mattlin
When it comes to charitable giving, advisors recommend a careful balance.
by FA Staff
Many wished they had focused more on savings, traveling and spending time with family.
by
Karen DeMasters
The young have benefited from the great wealth transfer, but still suffer investing anxiety.
by
Ben Mattlin
Prematurely dipping into retirement accounts without penalty is possible, but it should be a last resort, they say.
by
Alex Tanzi
The number of retirees has surged in recent months, reaching a post-pandemic record in December.
by
Eric L. Reiner
Advisors can help those about to rock into retirement overcome common mistakes.
by
Steve Gresham
Advisors were also once reluctant to adopt managed accounts, too. But they got over it.
by
Allison Schrager
Most people are probably thinking about retirement all wrong, and they're probably better off than they think.
by
Jacqueline Sergeant
New Jersey surprisingly came in third as a retiree destination, according to a report by moving company HireAHelper.
by
Karen DeMasters
Employees have new options this year under the Secure 2.0 Act.
by
Allison Schrager
Most people are probably thinking about retirement all wrong, and probably better off than they think.
by
Christopher Robbins
Some helpful tax laws are poised to go away in the near future, he said.
by
Michael Sasso
Seniors' labor participation rate is expected to rise as the rates of most other age groups stall or decline.
by
Tom Schoenberg
At age 78, Peter Doelger was worth at least $50 million, but as dementia set in over the next five years, it was nearly wiped out.
by
Alex Millson
Northern and central Europe appear to be the best places to go for U.S. expats.
by
Jennifer Lea Reed
After Morningstar came up with a new number in 2021, two divergent opinions about the safe
withdrawal rate have now reconciled.
by
Steve Gresham
As more people retire, you're going to have to be a different kind of advisor.
