Benefits of a Cash Balance Plan for Retirement Savers

Benefits of a Cash Balance Plan for Retirement Savers

Adviser Mike Weintraub explains the advantages of cash balance plans combined with a 401(k) plan.

What is an Inherited IRA? Distribution Rules and Examples

What is an Inherited IRA? Distribution Rules and Examples

An inherited IRA is a retirement plan that a beneficiary inherits after the previous owner's death, and is typically a family member or spouse of the original account holder.

IRA vs. 401(k): How to Choose a Retirement Plan

IRA vs. 401(k): How to Choose a Retirement Plan

401(k) plans and IRA's share different characteristics - and different features - for retirement-minded Americans.

60 Seconds: Yes, You Need a Will. Like Now.

60 Seconds: Yes, You Need a Will. Like Now.

Everyone should have a will. And you do not need to be wealthy or old to create one. Give me 60 Seconds and I'll tell you why.

What Is a Roth IRA and What Are the Benefits?

What Is a Roth IRA and What Are the Benefits?

A Roth IRA can add to your retirement income in a tax-advantaged way.

Best Funds to Boost Your Retirement Portfolio -- Especially for Younger Workers

Best Funds to Boost Your Retirement Portfolio -- Especially for Younger Workers

Here are the best funds for people just starting to save and invest for retirement.

New Ways to Save for Retirement: Try BFFS and SeLFIES

New Ways to Save for Retirement: Try BFFS and SeLFIES

Arun Muralidhar is on a mission to solve the retirement crisis, and he's come up with innovative proposals for pension design and a new pension bond.

How Technology Is Disrupting Retirement Planning

How Technology Is Disrupting Retirement Planning

No, the robots won't take over your 401(k). But, along with you and your adviser, technology could boost your retirement savings.

4 Critical Questions to Ask Your Financial Advisor

4 Critical Questions to Ask Your Financial Advisor

Financial advisors will probably play a key role in helping to manage your finances. It's best to know as much as possible about them.

Best Ways to Save for Retirement - Even When You're Living Paycheck to Paycheck

Best Ways to Save for Retirement - Even When You're Living Paycheck to Paycheck

Conventional wisdom says that you can't save for retirement living paycheck to paycheck. Here's a news flash - conventional wisdom is wrong.