For most of your working career, the focus of your retirement planning is on accumulating savings and investing that money ...

Social Security benefits remain taxable on federal income tax returns. But many older adults can save money with new enhanced ...

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

The two main factors that affect the value of your federal retirement benefit are your high-three average salary and your ...

If you are retired, this is the perfect moment to review your investment exposure and— if you will be older than 73 this year ...

Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

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

Cost basis is the original purchase price of an asset. Tracking cost basis is key to tax-efficient investing. Many, or all, of the products featured on this page are from our advertising partners who ...

If your modified adjusted gross income (MAGI) is too high, your Medicare Part B premiums could skyrocket. This article ...

Market returns can never be promised, but the way you go about investing can be thought out and measured. That is where ...

There are three key mistakes to avoid, including making faulty assumptions about the cost-of-living adjustment. Social ...

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