Three fast and easy ways retirees can downsize and save money.
Charles Field, Sanford Heisler LLP Partner, discusses the lawsuit against Morgan Stanley over 401(k) mismanagement.
A participant in Morgan Stanley's retirement-savings plan sued Friday, alleging its investment options are poor, including some funds the bank runs.
A participant in Morgan Stanley's 401 plan filed a lawsuit Friday in U.S. District Court in New York alleging that it offers investment options that have too-high fees and poor track records, including some mutual funds run by Morgan Stanley itself. Morgan Stanley declined to comment on the lawsuit. But Friday's suit alleges Morgan Stanley treated the plan "as...
Want some extra income in retirement? A reverse mortgage is one way to achieve that goal, but using one can open your estate up to serious risk. Sharon Epperson explains how to decide if this type of loan is right for you.
Joe Ready, EVP & Director of Wells Fargo Institutional Retirement and Trust, discusses his survey on the cost of retirement for millennials and what the generation is doing right now to get there.
Strapped with student debt and stagnant wages, millennials might not think it's possible to save for retirement. But a new survey from Wells Fargo says that even those on the lower end of the pay scale can enter retirement with a $1 million-dollar nest egg.
Some affluent retirees don't need their required 401(k) and IRA withdrawals. Here's what to do with the cash.
CNBC’s Sharon Epperson reports on a new option many companies are offering for your retirement savings - a Roth 401(k).
Roth 401(k) plans have been around for a decade, but many employers only recently are starting to offer them to eligible workers.
Are you missing out on a great retirement savings tool? Many employers are beginning to offer something called a Roth 401(k), which takes many of the benefits of a traditional 401(k) and a Roth IRA and rolls them into one. Sharon Epperson walks you through the ins and outs of using one of these savings accounts to help you reach your retirement goals.
How retiree investors are protecting themselves right now, with Larry Glazer, Mayflower Advisors co-founder, and John Sweeney, Fidelity Investments EVP.
Former Sen. Kent Conrad,(D-N.D.), and James Lockhart, WL Ross & Co., vice chair, discuss a bipartisan proposal that would help boost retirement savings, including social security reform, easier plan implementation for employers, and increased financial education.
If you are divorced, your ex-spouse can receive benefits based on your record (even if you have remarried). CNBC's Sharon Epperson has more on what you need to know about Social Security and divorce.
The markets are rebounding following the Brexit vote. What you should do next, with Lynnette Khalfani-Cox, "Ask the Money Coach" blog.
CNBC's Sharon Epperson looks at how investors of all ages should look at protecting their portfolios in such volatile times.
Ric Edelman advised individuals who don't need to access their savings for at least five to 10 years to ignore Brexit.
Discussing the Brexit vote impact on investments and retirement funds with Christopher Ailman, California State Teachers Retirement System (CalSTRS) CIO.
Even as the market volatility continues, there are ways to keep your money safe. Ric Edelman, Edelman Financial Services, discusses.
As global markets whipsaw from the shock of Brexit, US investors look for ways to safeguard their assets against continued volatility.