Retirement Planning

The Federal Reserve approves TD's merger with Scottrade, Irma victims get retirement account withdrawal penalty relief, and J.P. Morgan keeps criticizing Bitcoin.

We asked several industry participants for their thoughts on the year’s events and trends.

What exactly does the final version say?

Financial advisers say wealthy retirees hanging on to their cash should “decumulate” faster.

Only about 45 percent of private-sector workers participate in any employer-sponsored retirement plan

Collecting Social Security at age 62 may not be a good idea

Your clients can save a lot of money—if you act quickly.

The bitcoin bubble has surpassed all others, affluent investors are more confident in the economy than their retirements and Raymond James gains two teams.

Its vastness was on display in 2017.

The challenge is to simplify the complicated assumptions.