Retirement

The bucketing approach to retirement planning is popular in part for its behavioral benefits, but financial advisors say there are alternative strategies that may be better solutions.

Social Security beneficiaries may welcome the withholding rate reduction, but financial advisors say the back-and-forth policy changes threaten to erode public confidence in the agency.

Novel legal theories and a lower bar for plaintiffs could unleash an explosion in ERISA-based lawsuits against 401(k) plan providers.

With the market in correction territory, retirees banking on generating income from their investments may need to rethink their short-term strategies.

Retiree confidence surged in early 2025, an EBRI survey found. But those positive feelings may not withstand current market conditions.

Over half of America's workforce lacks access to retirement plans like 401(k)s. A new bill aims to change that.

IRALOGIX looked at retirement preparedness across five key areas, finding that Americans were struggling with nearly all of them.

Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times.

From "super catch-ups" to the saver's match to "Rothification," 2025 looks to be a bumpy year for retirement nest eggs.

Advisors and investors alike have long deferred to the 4% rule when planning for retirement, but new research shows the popular strategy is not as robust as once thought.