OregonSaves is the first state-run program to require all employers to set up a retirement plan.
3 minBarron's Advisor Retirement
Officials want advisors and other financial professionals to notify authorities when they suspect older clients are being exploited.
4 min
Financial planning for LGBTQ+ clients can require extra steps, including “bulletproofing” estate plans, according to Joseph Hahn of J.P. Morgan Wealth Management.
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Recently passed legislation could prompt more small businesses to set up qualified retirement plans. That creates opportunities for advisors.
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Investors saving for retirement had their work cut out for them last year. New data from Fidelity underscore just how challenging 2022 was—and how some investors are persevering.
3 min
More people are living longer and healthier. Here’s how to make sure your retirement savings last.
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The Barron’s Hall of Fame advisor on helping clients live their best lives as they age.
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The research firm Cerulli Associates finds that three early movers in setting up state-run retirement plans now have more than half a million funded accounts. Cerulli encourages these states to add new features like financial wellness and education resources.
3 min
The retirement legislation signed into law late last month will allow beneficiaries to avoid penalties when converting unused college savings into a tax-advantaged retirement account.
3 min
Rocky market conditions require financial advisors to spend more time evaluating risks and focusing on after-tax returns.
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Here’s a roundup of Barron’s Advisor articles that garnered the most reader interest in the past year.
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In this special Big Q, we're bringing back some surefire smart tips for the new year.
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The sweeping retirement legislation was approved by Congress as part of an omnibus federal spending bill with broad support from the wealth management industry.
3 min
A bipartisan agreement on omnibus government-funding legislation includes a bill that would promote retirement savings and raise the age required minimum distributions begin.
4 min
The latest initiative to improve retirement security would offer government-administered retirement accounts for millions of employees and gig workers.
3 min