West Virginia tax on retirement benefits: West Virginia used to tax Social Security benefits but began phasing out the tax last year. Military pensions and Railroad Retirement benefits are tax-exempt.

Saving for retirement will get a modest boost in 2025 thanks to higher contribution limits and the phase-in of provisions stemming from the Secure 2.0 Act, which became law at the end of 2023.

The retirement age refers to when seniors can receive monthly benefits for the full amount they're entitled to. The benefit can be claimed earlier, starting at age 62, but the payments will be less.

Goodbye, target-date funds. So long, bonds. An all equities portfolio is the far better way to build the largest nest egg possible for retirement; to generate a larger paycheck in retirement ...

Studies show those who spend more report greater satisfaction in retirement, yet older Americans often live below their means. The prospect of a life of 95 or 100 years turns many into penny ...

Economist Alicia Munnell, one of the nation’s leading experts on retirement, has some advice that may seem counterintuitive: The key to a successful retirement, she says, is not to retire.

By Brian J. O’Connor Here’s the first thing to remember about withdrawing retirement money: It’s all about the cash flow. The second thing? You might want to get some help managing it.

Cavedon tried out retirement in his fifties and quickly discovered it wasn’t for him. The flexibility was nice, but he was soon bored with spending his days puttering around the house ...

The income limits for Roth IRA eligibility are increasing. Saving in 401(k)s and IRAs is a smart way to put money aside for retirement. However, there are rules you need to know in order to take ...

As 2025 approaches, another round of people in California and the rest of the nation will become eligible for Social Security benefits — and some will hit their full retirement age. The minimum ...

Flexible in-retirement portfolio spending strategies result in the highest lifetime withdrawals. Static withdrawal systems do a good job of leaving a high amount of assets left over at the end of ...

Social Security's "full retirement age" is set to increase next year, meaning that those nearing retirement will have to hold off a little longer before they can claim a larger benefit.