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

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

October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees. Financial insecurity can hurt retirees’ lifestyles and health, but ...

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 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 ...

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 ...

Source: October Three Consulting LLC. Past performance is no guarantee of future results. The value of in-plan cash balance plan annuitization: Note that the value of the cash balance annuity is 20–30 ...

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) ...

As Americans near retirement, Federal Reserve data show how many have retirement accounts and what typical savings balances ...