Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...

Average U.S. retirement savings is $249,300 for baby boomers and $192,300 for Gen X. But what if you’re working with roughly ...

Explore expert predictions from the EBRI-Milken Institute Retirement Symposium on market volatility, Secure Act 3.0, private ...

“We should be petrified about privacy and data theft,” said the former SSA Commissioner Michael Astrue. Here's what you can ...

Most people approach retirement savings with good intentions, but missteps along the way can have serious consequences.

Among workers who have access to a Roth 401(k), only 17% contribute to one. Here's why others want to start ASAP.

One way to build confidence and avoid those troubles is with a comprehensive retirement plan, which can entail using your investments as part of a blended income strategy to help offset recurring (and ...

When planning for retirement, the ultimate goal is to secure a steady and reliable income stream that lasts a lifetime. Annuities and dividend stocks are two common ways to achieve this. Some ...

While Congress struggles to fund the government through September, NARFE staff vice president John Hatton said that there are some provisions to watch out for.

Empower CEO Edmund Murphy III isn’t ready to sound any alarms over the tumbling stock market, which fell more than 3,000 points in one month.

Beyond tax deferral and regulatory concerns, the Insured Retirement Institute is advocating for stronger guaranteed income options in retirement plans. Polling shows that 51% of Americans are more ...

Among all workers, Generation X was the most mixed in characterizing its confidence in retiring on its own terms, according to Fidelity Investments' latest 2025 State of Retirement Planning report.