While a year with little to no income can offer opportunities for tax breaks, such as Roth conversions ... understand the financial implications. “Plan micro-retirement like it is a business ...

Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy. From ...

New government-funded "Trump accounts" aim to set newborn Americans on a "course for prosperity." But financial advisors aren ...

Planning to live to 100? Find out how much you really need saved for retirement—and why most people are underestimating the true cost of longevity.

When you start collecting Social Security, any change in finances can be scary. But selling your house doesn't have to be, if ...

Many Gen Z workers anticipate that they'll need side hustles to make enough money to pay their ongoing expenses and save for retirement. More than half have one.

In a letter, the committee, comprised of legal professionals representing employee benefits stakeholders, expressed concern ...

The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies ...

Retirement is a goal nearly everyone hopes to reach someday. People spend decades working, saving and investing to meet their ...

When people think about retirement planning, they worry about setting aside enough money and hope they won't outlive their funds. Fewer people think about the impact that taxes will have on their ...

Help Me Retire I’m 71 with $2 million in retirement savings and a conservative investment strategy. Am I doing this right? ‘I’m in good health and still working part time’ By Alessandra Malito ...

Vanguard estimates that retirement savers contributed an average of 7.7% of their pay to their retirement accounts, according to How American Saves.