Our often grumpy technology columnist worries for advisors regarding large client inheritances, and other things.

Beginning in 2027, the credit will be replaced by the Saver's Match, a federal program enacted as part of the 2022 Secure 2.0 ...

Do you need a certain amount of money to  start investing? Is a 401k the only say to save for retirement? Financial expert ...

Canadians with workplace pensions generally still need to save personally to meet their retirement income targets ...

In reality, though, the best move for a lot of people is to take the tax hit and convert a lot of money quickly, says ...

WINDSOR, Conn., Feb. 3, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the acquisition of FPS Trust Company, a non-depository trust company, from IPX Retirement.

How you approach taxes in your golden years and in the years before retirement can dramatically impact how much you pay.

I want to have a plan in place to make sure my daughter is taken care of if I die, so I'm making setting up a trust a ...

His key to retirement planning? Disciplined saving, smart investing, avoiding common financial pitfalls and a little soul-searching. Only around half (48%) of U.S. workers have even tried to ...

However, let me tell you that most people approach retirement planning with goals that are vague at best. “I want to retire at 65 with $1 million” isn’t a goal—it’s a shot in the dark.

The S&P 500 index surged to new highs during 2024's bull market, but a closer examination reveals that this performance lacked breadth. According to Howard Silverblatt, senior index analyst at S& ...

Among its 90-plus provisions, SECURE 2.0 directed the U.S. Department of Labor (DOL) to establish a lost-and-found database for workplace retirement plans. The online tool, launched in late 2024, can ...