Two are relief provisions, two reduce benefits and one limits the ability of participants to take advantage of these planning devices

Little-known strategy allows late-blooming entrepreneurs to fund a start-up with their retirement accounts. In some cases it makes sense, but proceed with caution

An introduction to the rules, definitions and concepts

Percent of couples nearing the end of their careers who disagree on their anticipated retirement ages: 62 Average retirement age today, up from 57 in 1991: 61 Percent of retirees who say they were successful at leaving their jobs at their targe...

The April 1 deadline only applies to the year after clients turn 70 ½....

Sales of immediate annuities hit a record $8.3 billion last year, compared with an average of less than $3 billion annually over the last 20 years...