Unfortunately, what you actually need will only be known with the passage of time. The exact number relies, of course, on ...

Pension plans and Social Security checks are iffier than ever. Here's what to know about planning for the future.

Taking money out of a tax-deferred retirement plan like a 401(k) before the age of 59 ½ typically comes with a penalty, but ...

This rule of thumb on how much retirees can safely withdraw per year could lead some to run dry if stocks hit the skids.

Numerous studies show most people would be better off waiting until age 70 to claim Social Security benefits. At the same ...

You file for Social Security once you're old enough to do so. Here are three little-known Social Security rules all married ...

If you’re nearing retirement, key changes for 2025 could affect your finances. Here’s what to know, according to advisors.

The median retirement savings balance among Americans in their early to mid-60s is $185,000, according to Federal Reserve ...

The age at which you decide to claim Social Security retirement benefits can have a huge impact on the size of your monthly ...

The additional $7,500 that workers 50 and older are eligible to contribute to a 401 (k) is known as a catch-up contribution.

If you’re reaching your full retirement age in early to mid 2025, you might want to find out if it’s to your advantage to ...

Employers are increasingly adopting provisions from SECURE 2.0, a federal retirement law passed in 2022, that may make it ...