Most older adults and retirees would agree that health care is near the top of their list of concerns. It’s not just the ...

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

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

This statistic is a grim reminder that your golden years may not pan out as you envisioned. Your wealth and income could continue growing in retirement, thanks to the power of compounding, but your go ...

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

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

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

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

Katherine Peach A once-niche savings account for people with disabilities has just relaxed its eligibility rules, expanding ...

Established in the early 2000s, HSAs are tax-advantaged savings accounts that let people set aside money for medical expenses.

Nurses are seeking to change a pending Trump administration policy excluding them from a list of professions eligible for ...

The "Trump" savings accounts are now slated to become active on July 5, and Texas politicians and business leaders have also ...