Retirement

The perilous calculus associated with retirement

Thomson Reuters has introduced a certification program for practitioners who want to offer retirement planning services to their clients.

The top retirement concern cited by financial planning clients of CPAs is running out of money, according to a new survey by the American Institute of CPAs.

Ernst & Young has released the results of a new survey on financial wellness, indicating that many people have no idea how much they will need to retire.

The Internal Revenue Service has issued final regulations allowing pension recipients to split their benefits between both monthly annuity payments and a lump sum.

We all use the cliché that we give the clients the best we've got, but what does it really mean?

Guiding your clients into and through their post-work life

The Internal Revenue Service unveiled a new procedure Wednesday to help people who accidentally miss the 60-day time limit for rolling over their retirement plan distributions into another qualified retirement plan or individual retirement account.

Employer anxiety about offering you a 401(k) plan is rising rapidly, and for potentially good—and expensive—reasons. Class-action lawyers are targeting a wider variety of alleged breaches of fiduciary duty in retirement offerings and suing a broader range of entities, including college and university 403(b) plans.

Longer lives and the prospect of weaker investment returns mean millennials will probably have to save more money, over a longer period of time, than their parents and grandparents.