Seasoned federal employees who survived the turmoil of 2025 might be thinking: Should I retire in 2026? You should make this most crucial and personal of decisions on the basis of where you want to be ...

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

You may be able to claim charitable contributions for 2026 if you have write-offs exceeding $32,200 for married couples filing jointly. For single taxpayers and married individuals filing separately, ...

A 401(k) is a simple and useful investment vehicle, but it's not without its flaws. Here are some of the drawbacks of a 401(k ...

Even the youngest Gen Xers (born 1965 to 1980) have been in the workforce for decades. That has given them much more time to ...

Early withdrawals from your 401(k) may ease today’s cash crunch, but taxes, penalties, and lost compound gains can cost you ...

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, ...

Before rushing to a Roth conversion, here are several important realities federal employees should understand.

For decades, fixed withdrawal strategies like the 4% rule have served as a cornerstone of retirement planning, offering a simple, linear roadmap for decumulation. New research from J.P. Morgan ...

Before you decide how much money you're going to withdraw from your retirement savings, map out a budget for how much you ...

‘Tis the season for last-minute shopping, family get-togethers, and year-end financial tasks. But many Americans forget the last item – or don’t do it correctly – leading to tax penalties and, often, ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Peri-retirement is a critical period of planning and decision-making that starts five to 10 ...