Proactively reviewing your health coverage, RMDs and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

How do you get participants engaged in a subject so complex that they barely understand the phrases, yet, at the same time, one that is so important to their future well-being? Processing Content ...

Two easy, step-by-step plans to help clarify where you stand on retirement readiness. Many financial experts will have you believe that retirement planning is a complex world of spreadsheets and ...

Setting yourself up for a financially secure retirement is a complex process that benefits immensely from early planning and ongoing management. As an independent financial advisor, I’ve had the ...

75% of full-time workers have access to employer-sponsored defined contribution plans. Employer and employee contributions to qualified plans are pre-tax, though some plans have Roth options. Defined ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. Retirement plans are specially ...

A mini retirement is a planned, extended break from full-time work that's taken before traditional retirement age. Unlike a vacation or employer-sponsored sabbatical, a mini retirement is self-funded ...

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Vikki Velasquez is a researcher and writer who has managed, ...

The PLANADVISER Retirement Plan Adviser of the Year finalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to ...

Perhaps the most ubiquitous measure of financial health is net worth, and despite its conceptual simplicity, it is often poorly understood by those lacking a background in finance. Two of the easiest ...