For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

For high earners racing to close a retirement gap, traditional 401(k) limits can feel like a ceiling on their future ...

Key Takeaways One-third of individuals who have Vanguard-administered 401(k) plans and left a job in 2023 withdrew their balance in a lump sum rather than rolling it over to their new job or another ...

Companies with fewer than 10 employees own more than half of all cash balance plans, a group of retirement plans outpacing 401(k)s in growth. FuturePlan by Ascensus, a national third-party ...

A 401(k) retirement account is supposed to be hands-off. It’s not your money, in theory, but savings for the future you. And yet, when Americans leave jobs, one-third of them cash out their 401(k) ...

Investing for retirement can be problematic for professionals in partnerships or other types of closely held firms. Yes, that includes lawyers in law firms. These individuals tend to spend their early ...

A growing number of doctors, attorneys, and small business owners are discovering that a lesser-known retirement strategy could help them save hundreds of thousands in taxes — and build a much larger ...