One way to start the year on a positive note is by setting yourself up today to benefit from the tax breaks of an individual ...

Social Security is a safety net most Americans believe they’ll be able to access when they retire. However, the important ...

An IRA or 401 (k) rollover is one of those bumps in the road. A number of events can arise that make a rollover necessary, ...

January is the perfect time to make some financial moves, like rebalancing your portfolio or making sure you're getting the ...

With every new administration comes policy shifts that can directly impact retirement savings and financial security for ...

A survey of employed people in the U.S. found that 63 percent of Gen Zers were planning to travel when they reach retirement age.

“Retirement is an irreversible decision in some ways. You can always go back to work after you retire, but it’s very unlikely ...

The Secure Act 2.0 introduces a provision allowing distributions of up to $2,500 per year from retirement accounts to pay for long-term care insurance premiums starting in 2026. This change raises ...

Andy Smith, executive director of financial planning at Edelman Financial Engines, shared that change isn’t exactly new for Social ... include raising the early retirement age to 65 (from ...