Retirement planning

A 401(k) feature called auto-portability could save Americans trillions of dollars. Why isn't it more common?

With bond prices plunging at the same time as stocks, can government securities still act as a hedge?

For annuities, 2023 got off to an extraordinarily strong start. In the first quarter, the insurance products reached a record-breaking $92.9 billion in sales.

Women's wealth is growing faster than ever. But the finance industry is not keeping pace with the wealth transfer, leaving potential clients behind.

A full quarter of American workers cut back on their retirement savings last year, and 12% stopped saving altogether.

Treating the financial plan as an end product instead of a first chapter can impede portfolio performance and erode trust.

Auto-enrollment is helping Gen Z Americans save much more actively than the 20-somethings of yesteryear.

From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.

Most working Americans think they'll need more than $1 million to retire comfortably, research shows. But their actual savings are nowhere near that.

Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.

From home repairs to transportation, here's what seniors spend more on than they expect.

The 4% rule isn't the only option. Plus, one counterintuitive idea says retirees can live larger this year.

When it comes to accommodating older employees, not all jobs are created equal. Luckily, new research has ranked them for us.

A young lawyer in upstate New York wants to save in a Roth individual retirement account, but his salary is about to push him over the income limit. What should he do?

Millions of Americans take care of their aging parents, at great cost to their own nest eggs. That's where wealth managers come in.

Rising prices eat away at savings. But don't despair — financial advisors say there are many ways to protect and even expand a long-term nest egg.

A video producer in New York has a new job and a new retirement plan. Can, and should, he consolidate his savings?

The cost-of-living adjustment, which was celebrated for its generosity last year, is looking less and less miraculous as prices keep rising.

Women enroll in their workplace retirement plans more than men, and typically contribute more of their income. Why are they still falling behind?

An in-depth look at the provisions of the new act and how they impact retirement planning.