The reality is sobering: The average 401 (k) balance of a Gen Xer is about $190,000, while the average balance for Boomers ...

IRAs held $18.9 trillion in assets at the end of the third quarter of 2025. Thirty-eight percent of IRA assets, or $7.3 trillion, was invested in mutual funds. With $4.3 trillion, equity funds were ...

Americans in their mid-40s to early 50s are in a key phase for retirement planning. Learn what steps can still make a ...

Millions more Americans with disabilities will gain further financial independence and freedom under new rules that took ...

Recently laid off and need to take early withdrawals from a retirement account? Here's how to avoid the 10% penalty.

A federal law known as the Secure 2.0 Act of 2022 changed that by indexing the IRA catch-up limit to inflation starting in ...

Starting in 2026, millions of Americans who rely on catch-up contributions to strengthen their retirement savings will face a ...

Several IRS changes take effect in 2026, including higher retirement contribution limits, tax adjustments, and more. Here's ...

High earners don't need to overhaul their investment strategy, but should revisit their retirement plan to understand how ...

Some retirement accounts have federal bankruptcy protections, but the rules vary by account type and situation.

Retirement savers will see higher contribution limits in 2026, allowing Americans to put more money into tax-advantaged ...

Every time 2026 begins, Social Security beneficiaries will receive their first monthly payment of the year on Friday, January ...