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.

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

A retired couple living on $6,200 monthly ($74,400 annually) with average Social Security benefits of $2,071 each (totaling ...

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 ...

Md., will announce Thursday that he will not run for re-election, a spokesperson said. He has been in Congress since 1981.

I moved back in with my father about 12 years ago to help him, and I don't pay rent. There has been a reverse mortgage on the house for over 20 years. When he passes, I don't anticipate anything ...