“As a starting point, you’ll need to estimate your retirement expenses,” said Rita Assaf, vice president of retirement ...

One of the biggest questions about retirement is figuring out how much you’ll need to live on. There is no one-size-fits-all ...

If you're one of many Americans who is behind on saving for retirement, don't panic — there are ways to catch up.

Healthcare expenses tend to eat up a lot of retirees' budgets. They also have a tendency to rise over time and at a faster ...

In 2026, Social Security's earnings-test limit is rising from $23,400 to $24,480 for people who will be under full retirement ...

Everyone's retirement situation differs and there's no paint-by-numbers guide to pulling money in a foolproof sequence.

Consider how your housing needs will change, what you'll do with your time, maintaining social connections and keeping ...

Discover how one smart $20K investment turned into a seven-figure retirement and the strategy that helped this millionaire ...

Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your savings tax-deferred and avoids penalties. You can also do an indirect ...

Rather than investing in buildings, I want to invest in the people working in the buildings.” That’s a paraphrase of investor David Bahnsen. Bahnsen’s comment comes to mind wh ...

According to a survey published by the Transamerica Institute, 38% of retirees have moved to a new home. (2) Among those who ...