report by BMO Global Asset Management
This piece is approved to use with clients.
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
This tax season, consider putting your refund toward a 529 plan.
A recent Federal Reserve Board study shows that less than half of non-retired adults feel confident about their retirement savings.
Compared with workers, current retirees have greater confidence in their ability to live comfortably in retirement, according to the 2018 edition of the annual Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI).