There’s a reason retirement savers are generally required to wait until age 59 and 1/2 to access the money they have in a 401 ...

Pew Research asked adults across the United States how much they knew about personal finance, a topic that includes "managing your money as well as saving and investing. It encompasses budgeting, ...

By Brad Rhodes If you’re a woman in or near retirement, let me ask you this: “How do you plan to take what you’ve so diligently saved and turn it into a lifetime stream of dependable, predictable, tax ...

More specifically, the Internal Revenue Service (IRS) requires us to take RMDs annually from accounts such as traditional ...

Nearly 40% of American workers surveyed want an adventurous retirement, which includes travel and exploration. However, only ...

The first step to creating an investment plan is to lay out your financial goals. These can be anything from "buy my first ...

Most people do not have an income anywhere near $600K, even when they are working — much less have dreams of being able to ...

Plan smarter for retirement. Explore Medicare choices, long-term care insurance and effective tax reduction techniques.

Artificial intelligence seems to be everywhere, with seemingly endless applications. However, many in the retirement plan ...

A proposal to change retirement benefits for federal employees was not included in the federal budget plan that narrowly passed the U.S. House this morning.

Many financial planners recommend using the 25x rule as a "ballpark check." It’s a helpful first step to see if retirement ...

It may come as a shock, but in 2025, Americans think they'll need less to retire than they did in 2024. According to the Northwestern Mutual Planning & Progress Study, "Americans' 'magic number' ...