It's hard to set money aside consistently in an individual retirement account (IRA) or 401(k) when you have pressing expenses you can't put off. This especially applies to workers ...

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

Life milestones like marriage or retirement can create financial complexities that even do-it-yourself investors need ...

Most retirees tap their accounts in the wrong order, draining savings faster and triggering unnecessary taxes. This 5-step ...

A new Nationwide survey finds that most retirees regret not planning for one crucial factor in retirement. Here's what to ...

Five effective methods exist to help you achieve the maximum 401k match potential, which will lead to better retirement ...

In this vein, if maxing out your 401 (k) would mean you have no short-term emergency fund whatsoever, you may well be better ...

Comerica reports that women face unique financial challenges and offers steps for effective financial planning to grow and ...

Just because retirement is coming doesn't mean you can derail your financial savvy. Rather, it's important to continue ...

There are currently 41 states and Washington, D.C. that do not tax Social Security benefits. The remaining nine states that ...

Learn the 401(k) early withdrawal penalty rules, exceptions and smart ways to avoid taxes and fees so you can protect your retirement savings. Here's more: ...

A 64-year-old man is gearing up for retirement with $1.5 million in his 401(k), a $2,000 monthly Social Security check and no debt beyond a $1,700 mortgage. His diabetes is under control, but the ...