The vast majority, 60 percent, of advisors manages at least one retirement plan. Yet 91 percent of registered investment advisors are only “accommodating,” rather than actively growing, that segment of the business, according to a new...

Retirement confidence is rebounding after a seven-year decline, with 18 percent of workers now very confident in their financial security in retirement, up from 13 percent in 2013, according to a new survey the Employee Benefit Research Institute...

“How’s the rainy day fund coming along?” I get this question every time I talk with my financial adviser. The answer: not so well. And I write about personal finance and retirement issues for a living...

There are several retirement planning options available to clients in their 50s.

A good financial plan revolves around a single number: The date when your client plans to retire. But the number isn’t set in stone. Almost half of current retirees say they quit work earlier than planned, the result of job loss or health...

Last night the Senate Finance Committee officially named Sen. Ron Wyden (D-Ore.) as its new chair, replacing Max Baucus, who was appointed ambassador to China. And while there hasn’t been comprehensive tax reform legislation since 1986...

The Tax Court has overturned IRS Publication 590’s long-standing rule that the prohibition on multiple IRA rollovers within a 12-month period applies separate to each of several IRAs. But nowhere is Publication 590 even mentioned in the court’s...