As a business owner, a cash balance plan is an amazing way to reduce your tax liability and play catch-up for retirement. How ...

Retirement planning ultimately boils down to a simple equation: the more saved, the sooner financial independence becomes ...

If you’re biding your time until Mom or Dad or that rich uncle dies, passing their wealth to you, then prepare yourself for a ...

If a company sponsoring a cash balance plan files for bankruptcy, the Pension Benefit Guaranty Corp. will take over if the ...

BlackRock CEO Fink has sounded the alarm on a looming retirement crisis before, but once again reiterated the need for ...

Living on portfolio income is living the dream. Although many retirees are woefully short on savings, some manage to kick off ...

Your pre-tax IRA is subject to future income taxes, depending on your bracket. But it could offer planning opportunities, experts say.

A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, ...

Saving for retirement on your own is a critical task if you don't have access to a workplace plan. Tax time is the best time ...

With the new Trump administration, private equity firms see a greater opportunity in the $12.5 trillion in assets in employer ...

Scott Lewis’ retirement from Orange’s Planning and Zoning Commission/Architectural Board of Review was short-lived. On ...

Sutter Health agrees to a $4.3M settlement over retirement plan mismanagement, benefiting 73,000 employees. Court approval is ...