Retirement Trends

Under this system, investors can buy a house from the retiree but grant them a life estate, allowing them to live in the house until their death.

Mercer's Nuzum cites consultant capabilities, firms' strong client bases as motivating the move.

While many get distracted by the debate about the various “Fiduciary Rules,” a few quietly practice rather than preach.

Due to the new tax law and how it handles pass-through businesses, cash balance plans are becoming popular for tax reasons.

Most schools and non-profits still offer outdated IAC legacy retirement plans. Here's how to change that.

Ted Benna would like to see some changes made to the retirement plans he invented.