Cheers if you already have the best retirement plan for your business. If not check out the tax benefits of a cash balance pension plan. As we enter tax season, you may wonder what else you can do to ...

PHOENIX — As factors like inflation and taxes continue on, snowbirds seem to be ahead of the curve when it comes to retirement planning. Snowbirds who travel in and out of Arizona for six months at a ...

Employer-sponsored retirement plans usually take the form of either a 401(k) or a profit-sharing plan. Both options are tax-advantaged, but they differ considerably in how they work. To start, ...

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 ...

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, ...

Retirement is a new stage of life that may include travel, part-time work, new interests or a slower pace. Preparing for it often involves more than saving, since you may need to think about how your ...

Pilots at Southwest Airlines can sock away more for retirement, thanks to a new retirement plan benefit that began in August as part of contract negotiations with the pilot’s union, the airline said.

AI has caught on among retirement savers using robo-advisory services. AI is valuable for identifying investment patterns but may have limitations in decision-making. Advisors say AI-powered ...

This article is part of our “Get It Done” week on Morningstar.com: All week we will feature articles and videos offering guidance on ways to help tackle those nagging items on your financial to-do ...

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. Thomas J Catalano is a CFP and Registered Investment Adviser with the ...

Employees at colleges and universities are more likely than employees in other professions to have taken concrete steps to plan and save for retirement, a TIAA-CREF survey suggests. In addition to ...

Planning for early retirement requires a different approach than retiring at a traditional age. You have to make your savings last longer, balance growth with stability and manage the risk of leaving ...