A new bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information provided to workers departing from jobs.

Retiring at 60 with $1.5 million sounds comfortable until you realize Medicare doesn’t begin until 65. That five-year gap ...

Answer: Monsters under the bed aren't the only thing keeping pre-retirees awake at night. So are fears about retirement, and ...

The biggest change once I retire is that I won't be "saving" for retirement anymore, so I won't need to replace the pretax ...

Discover how 401(k) balances in your 40s and 50s stack up and learn smart strategies to grow savings, such as catch-up ...

Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.

To find out if you’re on track to reach your financial goals, review your current portfolio balance, combined with your ...

ABLE accounts are now available to U.S. residents with qualifying disabilities that began before the age of 46, or about 14 million Americans.

When you have $2 million saved, you are in an enviable position given that the average 50-year-old has a $592,285 401(k) ...

Money moves at the wrong time can shrink your benefits, raise your taxes or leave you without a safety net in retirement. Here are 7 steps worth delaying until after you’ve officially called it quits.

A charitable remainder trust (CRT) is an irrevocable trust in which you can place various financial assets, which then become ...

That number is your household’s modified adjusted gross income (MAGI). If you understand this metric, it becomes much easier ...