Retirement planning

A new Morningstar report says seniors can safely withdraw up to 3.8% of their nest eggs in their first year of retirement — up from 3.3% last year.

Most seniors wish they'd prepared better for their golden years. Here's how they can retire without looking back.

As inflation soars and stocks tumble, annuities are enjoying their best sales ever. Why?

The trend is mostly among lower-income earners, but wealthier Americans may start tapping retirement savings, too, experts say.

As the U.S. recovered from the Great Recession, poorer Americans saw their retirement assets not grow, but decline. What went wrong?

A new Fidelity report showed that despite the pressures of inflation, most people with 401(k)s kept contributions steady in the third quarter.

A young engineer in Providence faces two choices for a lifetime of retirement saving. Advisors weigh in.

While the new 10-year rule slams heirs, it may also afford some increasing largesse.

An anxious father with a disabled child considers the unthinkable: Withdrawing his entire retirement plan.

By keeping an eye on the future and potential new tax developments, tax advisors can offer their clients a sense of stability and proactive tax planning.

The classic guideline emerged in the '90s as a simple template for retirement spending. But in an age of plummeting stocks and soaring inflation, can it still work?

Normally, it pays to collect benefits later. But for one retiree with a dire diagnosis, that may not be an option.

Thanks to new adjustments from the IRS, Americans can put significantly more savings in their 401(k)s next year. But will they?

Revealing how much you've really saved — or haven't — can be uncomfortable. Fortunately, experts have some tips on how to do it.

A soon-to-retire woman wants to travel in her golden years but needs an aide to look after her mother. Will Medicare chip in?

Some older Americans worry that if they return to work, they'll get less money from Social Security. In fact, the opposite is true — but advisors need to get the word out.

Amid fears that inflation will eat away at their savings, a growing number of older workers are putting their retirement plans on hold, a new study found.

In its first few months, the pandemic caused more job losses than the Great Recession. But unlike that crisis, COVID didn't stop employees from saving.

While Roth IRAs are well known, the variant in an employer-sponsored retirement plan is underutilized.