For a 65-year-old staring at a lifetime of paychecks replaced by portfolio statements, the central question is not just "Did ...

This new rule will give families more flexibility by allowing some people to tap into their retirement savings early without the usual penalty, to help cover the cost of long-term medical care even ...

A retirement budget compares expected income with planned expenses to see whether spending fits within available income. This ...

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, ...

A large portion of employees withdraw their entire 401(k) balance when they leave a job rather than rolling it over to their new employer or another account, Vanguard found.

Waiting to claim Social Security until age 70 can add more to your monthly payments, but it doesn't always pay off over time.

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or ...

According to Bank of America's 2025 Workplace Benefits Report, workers are focused on more than meeting basic financial needs ...

Recommended by top retirement consultants, five simple strategies can make a world of difference for baby boomers in their ...

As the new year begins, savings have hit unprecedented levels, but rising health care costs and growing poverty make ...

Experts believe NPS offers a disciplined, low-cost framework for long-term retirement savings. It helps you rebalance between ...

Required minimum distributions, or RMDs, are the amounts that must be withdrawn each year from specific retirement plan accounts upon reaching the required minimum distribution age. These mandatory ...