After dedicating years of your life to your career, you might be wondering what to do in retirement.

Trying to save over a lifetime can sometimes feel a bit like a tug-of-war between the present and the future.

John and Mary are nearing retirement, and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement.

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.

Some see retirement as a time to start a new career. Others see it as a time to travel. With that in mind, here are some things to consider.

In the May 2024 market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and opportunities going forward in stocks around the globe.

Retirement can have many meanings; regardless of what approach you intend to take, here are nine things about retirement that might surprise you.

Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account as part of their compensation.

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.