A financial planner takes you through the new and upcoming changes to retirement that will affect high earners in particular ...

The rules for these employer-sponsored retirement plans are once again being adjusted a bit to reflect inflation.

In 2026, IRA limits are rising. Savers under 50 will be able to contribute up to $7,500, and those 50 and over will get an $1 ...

Baby boomers, the generation of Americans born between 1946 and 1964 (age 61-79 in 2025), have an average balance of $249,300 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. When business owners think about 401(k) plans, they often ...

Millennials and Gen Z adults continue to flock to the F.I.R.E. movement. By prioritizing frugality, high savings rates and ...

A U.S. Government Accountability Office study reported that 41% of American workers are unaware that 401(k) plans carry fees. Yet these fees can cost a workers thousands (and thousands) of dollars ...

For many years the best action to take with a 401(k) account when leaving an employer was to roll over the account to an IRA. The rollover has been the most frequent IRA transaction, and rollover ...

Katharine Paljug is a financial writer and editor with over a decade of industry experience. Her writing has covered nearly every aspect of the financial world, from investing in forex to paying for ...