Non-qualified retirement plans refer to employer-sponsored retirement plans that do not meet the specific requirements and regulations set forth by the Internal Revenue Service (IRS) for qualified ...

Individual retirement accounts are special financial accounts designed to help people save for retirement. Between their tax-advantaged characteristics and their access to a wide range of investments, ...

Reaping the rewards of decades in the workforce is what retirement is all about. But as exciting as retirement is, transitioning from making a full-time income to living off your savings and ...

Many advisors’ clients are trading in the gold watch for the freedom to do things in their senior years, including keeping working if they want to, according to the Transamerica Center for Retirement ...

A 58-year-old client came to financial planner Michael Kitces’ office seeking a plan that would allow him to retire at age 65 with $1 million. The client headed home “retired” that very day. “He had ...

TAMPA, FL (WFLA) — Forget spending all day playing golf or babysitting the grand kids, retirement isn’t what it used to be. The workforce is aging, and there isn’t enough money to go around. Still, ...

What Are Retirement Plan Loans? A retirement plan loan is a type of loan that allows individuals to borrow money from their own retirement savings account, such as a 401(k) or IRA, and repay the loan ...

EBSA head Gomez tells NAPA 401(k) Summit audience that the DOL is working on sharper definitions of what constitutes retirement saving recommendations before finalizing the Retirement Security Rule.

SpeakEasy is a running feature in NJBIZ in which we recap presentations given by key business leaders. This report is based on a speech delivered by Andrew Sieg, managing director and head of global ...