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

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.

When you have $2 million saved, you are in an enviable position given that the average 50-year-old has a $592,285 401(k) ...

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

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 ...

WASHINGTON – House Republicans have released a legislative proposal aimed at making health care more affordable but without extending premiums under the Affordable Care Act, also known as Obamacare, ...

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

While 401(k)s make it easy to save for retirement, there are other options available to you. Anyone with earned income can fund an IRA. An HSA is a great way to save for retirement and enjoy multiple ...