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 ...

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, ...

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

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 ...

Retirement is supposed to be a time of contentment and freedom. You've worked so hard to reach the milestone achievement of ...

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 ...

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.

Retirees, brace yourselves: The golden rule of retirement withdrawals just got a cold dose of reality. A new report from ...

Rep. Rick Crawford's 401(edu) plan proposal, family leave proposals and meal delivery came up at a House Ways and Means ...

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 ...