Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted retirement ...

As of the writing of this column, there are 14 states that have enacted legislation requiring certain employers to offer a retirement savings plan to their employees. These are plans for employers ...

VestGen Wealth Partners is introducing a dedicated retirement plan division aimed at supporting employers and participants with institutional-caliber fiduciary guidance and deeper engagement. Designed ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. If you’re contemplating early retirement before Medicare ...

Retirement is the perfect time to simplify your life — and that includes your insurance. But knowing which policies to keep, drop or tweak isn’t always obvious. Some coverage becomes less necessary ...

NFP has appointed Jessica Espinoza and Stephen Jans as national practice leaders for its retirement advisory and wealth management businesses, respectively, as the firm refocuses on the middle market ...

Jackson National Life Insurance Company, the main operating subsidiary of Jackson Financial Inc., recently released key findings on how retirees and financial professionals perceive healthcare risk ...

Both Roth IRAs and life insurance policies can provide access to tax-free income in retirement. Roth IRAs have income limits, and gains generally can’t be accessed without penalty before age 59½. The ...

If you buy health insurance independently instead of obtaining from an employer or government program, your monthly premiums will increase markedly as you get older. As you approach retirement, in ...

Discover how National Insurance Contributions in the UK fund benefits like pensions and healthcare. Learn about eligibility, rates, and voluntary options for higher benefits.