Uncover the Retirement Statistic That Might Surpass Your 401(k) in Importance

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

Older Workers Could Use 401(k) Funds to Buy Annuities Under Proposed Bill. But Should They?

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.
24/7 Wall St.

$1.5 Million at 60 Looks Solid Until You Calculate Five Years Without Medicare

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

This 'Responsible' Retirement Move Can Reshape Your Taxes for Decades, Even With $1 Million Saved

Quick Summary If you have around $1 million saved for retirement, doing the ‘safe' thing with your accounts can feel like good housekeeping. But some well-intentioned moves lock in higher taxes for ...

‘I still have a mortgage’: I’m no longer confident that my costs will actually fall in retirement. What can I do?

Dear Quentin, I see a lot of articles on retirement planning that talk about planning for a lower percentage of your current ...

The 401(k) milestones everyone should hit ASAP - and next steps to take once you pass them

From getting your 401(k) match to exploring options after you max it out, here's how to prioritize retirement savings at ...